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

    29 votes

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    8 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

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

    720 votes

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

    Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.

    We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!

    You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊

    We're really keen to hear your feedback.

    We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…

    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

  3. Fixed Assets - Bulk edit

    118 votes

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    submitted  ·  46 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.