Settings and activity
3 results found
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18 votes
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Glen Robinson
supported this idea
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28 votes
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
An error occurred while saving the comment Glen Robinson
commented
We do alot of this for Clients in PowerBI and having this ability in Xero would be a time saver and reduce data accuracy issues when using multiple systems. Others are right, clients are visual, their eyes glaze over when you show them a page of numbers, visual diagrams also help show how big a difference is i.e last year vs this year when 1 bar is twice the size of the other.
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498 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Agreed, we are losing billable hours from no longer being able to record time quickly on the fly, phonecalls, emails on the go and offsite meetings often get forgotten about, Xero need to release an Time Tracking app again ASAP