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4 results found

  1. Dashboard Graphs - able to extract them to add to reports

    5 votes

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    submitted  ·  1 comment  ·  Users & setup » Navigation  ·  Admin →
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    Karen Evans supported this idea  · 

  2. Reporting - Add Graphs and Pie Charts in Management Accounts for KPI

    28 votes

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.

    Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.

    Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon 

    Karen Evans supported this idea  · 
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    Karen Evans commented  · 

    I have just been asking for this having a graph as a visual tool in the management accounts would be a brilliant addition and extremely we utilised

  3. Email Settings - Specify date/time to send transactions

    679 votes

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    280 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂

    In early stages right now, but I'll share more news as this progresses. Thanks!

    Karen Evans supported this idea  · 
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    Karen Evans commented  · 

    This feature is getting a lot of support and attention, is this something that is possible Xero?

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    Karen Evans commented  · 

    we have stage payment and it would be so useful to be able to set them up at the beginning of the project rather than having to set ourselves reminders to do them later

  4. Fixed Assets - Bulk edit

    113 votes

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    submitted  ·  45 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    Karen Evans commented  · 

    This definately is an important thing to have.
    It would also be handy to be able to delete assets when they have been put on in error.