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  1. Document Packs - Text box for documents within a pack

    58 votes

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    12 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 

    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

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    Frances Oconnor commented  · 

    Yes please - definitely need to have a customised email template for sending tax returns etc to clients for signing. Thanks

    Frances Oconnor supported this idea  · 

  2. Reporting - Saved customised report layout across common formats

    73 votes

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    22 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Frances Oconnor commented  · 

    Yes, please bring back the common formats!
    We used the common format option all the time in the old reports. It's a great tool for decision-makers who are not skilled in Xero, and don't want to have to look at a whole range of separate custom reports.
    Thanks

    Frances Oconnor supported this idea  · 

  3. Reporting: Budget - Add Budgets for Balance Sheet accounts

    225 votes

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    86 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.

    We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.

    Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.

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    Frances Oconnor commented  · 

    Hi there

    It would be great to be able to include a budget for assets. The CAPEX budget is always an important part of our planning.

    Thank you.
    Fran

    Frances Oconnor supported this idea  ·