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

    53 votes

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    12 comments  ·  For accountants & bookkeepers » Xero HQ  ·  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

    33 votes

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    12 comments  ·  For small businesses » Accounting features  ·  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

    209 votes

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    80 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.

    The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.

    I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.

    Please keep the ideas and feedback coming to show your support for this idea. 

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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  ·