Settings and activity

4 results found

1. Close periods for period reporting

   13 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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

   64 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   33 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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)

   •  

   38 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Katie Bell supported this idea  ·  27 January, 2023

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

   38 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   An error occurred while saving the comment
   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.

   Save Submitting...
   Katie Bell supported this idea  ·  14 June, 2022