Settings and activity

4 results found

1. Close periods for period reporting

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate raising your idea on the site, Katie. 

   Currently within Xero there is the ability to Publish a report that'll keep a copy of the report and it's data as at the date the report was run, as well as the ability for an adviser to set lock dates that'll stop transactions being raised or edited for past periods. 

   Do these 2 features fulfill what you're in need of here? 

   Katie Bell shared this idea  ·  25 April, 2023

2. Xero Analytics Plus | STCF - Options to export

   57 votes

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   27 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Katie Bell supported this idea  ·  27 January, 2023

3. Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)

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   36 votes

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   submitted  ·  11 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Katie Bell supported this idea  ·  27 January, 2023

4. Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Katie Bell commented  ·  14 June, 2022  ·  Edit…  ·  delete…

   It would also be useful if this linked to the "History" and notes field which is on each invoice. Also useful if it was on Aged payable and Receivable reports as an option to add.

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   Katie Bell supported this idea  ·  14 June, 2022