Cash In & Cash Out (Widget)
The Cash In & Cash Out tab could benefit from the ability to determine if the cash in OR cash out is from P&L items or Balance Sheet Items.
For instance if a large cash injection occurred from the director you'd have a large cash in, which wouldnt match the profit. In contrast, a payment of liabilities for tax/gst may impact cash flow and skew the results for cash out.
The suggestion would be for a stacked/filtered view on the IN and the OUT bars, to either display the stacked cash in (on top of each other), for P&L and Balance sheet, or to view P&L or Balance sheet ONLY. The same would apply to the OUT bar.
Michael Costigan
shared this idea
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Michael Costigan
commented
Completely agree Lee-Anne, transfers completely throw out this report. If you could filter out balance sheet movements entirely at-will it would allow more meaningful comparrison
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Lee-Anne Stone
commented
I thought this visual was a great idea until I checked the figures. The report figures don't match the visuals, I presume due to transfers between bank accounts. disappointing. It would be nice to have a quick click to show a set of accounts. maybe there is another option in Xero i haven't explored.