Settings and activity
6 results found
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491 votes
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
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416 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Viet Nguyen
supported this idea
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111 votes
An error occurred while saving the comment -
49 votes
An error occurred while saving the comment 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
Viet Nguyen
supported this idea
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193 votesViet Nguyen
supported this idea
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248 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
Viet Nguyen
supported this idea
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An error occurred while saving the comment 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
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/