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5 results found

  1. Xero Analytics - Add widget to track actuals vs budgets

    25 votes

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    1 comment  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  2. Invoice Reminders - Set up for a Contact group

    40 votes

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    16 comments  ·  Contacts & files » Contact  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.

    Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.

    Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!

    Jane Phillips supported this idea  · 

  3. Budget Reports - Ability hide selected accounts

    19 votes

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    submitted  ·  4 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Jane Phillips commented  · 

    This would be really useful

    Jane Phillips supported this idea  · 

  4. Notifications - Alert when an invoice has been paid

    177 votes

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    submitted  ·  87 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Jane Phillips commented  · 

    This is so simple

    Jane Phillips supported this idea  · 

  5. Prepayment - Multi-currency

    134 votes

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    submitted  ·  50 comments  ·  Practice tools  ·  Admin →
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