Settings and activity
5 results found
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49 votes
Hi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
Jane Phillips
supported this idea
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42 votes
Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.
Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.
The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.
While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.
I'll return to share once this is released.
Jane Phillips
supported this idea
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27 votes
An error occurred while saving the comment Jane Phillips
supported this idea
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205 votes
Hi community, thank you for feeding back about how a paid-invoice notification could reduce manual checking and follow-ups, as well as help you move orders forward once payment is received.
Our teams have done some initial discovery and are looking more broadly at our notifications framework across Xero.
To be transparent here - a notification specifically for when an invoice is paid isn’t in our near term plans at this stage, but we’ll share an update if there’s meaningful progress as notifications continue to evolve.
An error occurred while saving the comment Jane Phillips
commented
This is so simple
Jane Phillips
supported this idea
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148 votes
This would be really useful