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4 results found

  1. Reporting | Budget Manager - Customise report layout

    207 votes

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

    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. 

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    Jez Nolan commented  · 

    Grouping is a must.

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    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  · 

  2. Customer Statements - Option to remove links to invoices

    146 votes

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    53 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.

    For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.

    Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.

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    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  · 

  3. Reporting - Import report template

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jez Nolan commented  · 

    Groan - why is this not possible FFS???

    Jez Nolan supported this idea  · 

  4. Contacts: Statements - Allow to be sent to Contact Groups

    218 votes

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    submitted  ·  125 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jez Nolan commented  · 

    Crazy that this is not possible - filters would be easy here!

    Jez Nolan supported this idea  ·