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5 results found

  1. Quote - Ability to have quote reminder

    453 votes

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    132 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.

    I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.

    When the teams resources open up and we can consider new development in Quotes like being…

    Viet Nguyen supported this idea  · 

  2. Workpapers - Integration of bank statement request portal

    105 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Viet Nguyen commented  · 

    You could try Collately.co Google Sheets Xero Add-on. One of the coming features is to have live bank feeds download directly into Google Sheets. This way you would have two sources of information to ensure Xero bank feeds is correct.

    https://collately.co/

  3. Profit & Loss - Show breakdown of expenses & income by tracking category as rows

    32 votes

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    14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Viet Nguyen commented  · 

    Hi, you could try Collately.co Google Sheets Add-on. It allows to download many reports into Google Sheets including P&L with tracking categories. Here is a demo link: https://youtu.be/Bz-vy2NuMjE

    https://collately.co/

    Viet Nguyen supported this idea  · 

  4. Customer statements - Export to Excel

    165 votes

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    submitted  ·  35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Viet Nguyen supported this idea  · 

  5. Reporting - Ability to consolidate multiple Xero organisations

    213 votes

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    submitted  ·  79 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Viet Nguyen supported this idea  · 
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    Viet Nguyen commented  · 

    Hi Mark, you could try our product Collately at https://workspace.google.com/marketplace/app/collately/1077882379255. This is a Google Sheets add-on which allows downloading or uploading data from multiple Xero organisations into a Google Sheets report. You could schedule for this download to run automatically as well.
    Cheers,
    Collately team