Settings and activity
4 results found
-
228 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
An error occurred while saving the comment An error occurred while saving the comment 
Jez Nolan
commented
The ability to create groups for budgeting rather than budget figures having to be done on each individual account.
Jez Nolan
supported this idea
·
-
170 votes
Hi community, thanks for continuing to share your feedback on this idea.
We appreciate wanting to hear more on where this is at and we'd like to update that we're just beginning to explore the future of Statements within Xero.
We understand the need for more control over what’s included in statements, particularly when invoice links or related actions don’t reflect the way your business work, or cause confusion for the customers receiving them.
This is something our team will be taking into careful consideration as that work develops.
We’ll keep you updated here as discovery progresses.
An error occurred while saving the comment Jez Nolan
commented
Only just found that these links are in place. We also invoice outside Xero. This is CRITICAL as there are line items in Xero that SHOULD NOT be visible to our clients. This will cause incredible difficulties with fixed fee projects and other things where the line items will make no sense to the client.
FIX THIS PLEASE!!!!!!!!!!!!!!
Jez Nolan
supported this idea
·
-
9 votes
An error occurred while saving the comment Jez Nolan
commented
Groan - why is this not possible FFS???
Jez Nolan
supported this idea
·
-
258 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
An error occurred while saving the comment Jez Nolan
commented
Crazy that this is not possible - filters would be easy here!
Jez Nolan
supported this idea
·
Grouping is a must.