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3 results found
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84 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
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Amal Bousamra
commented
I'm trying to download cash flow forecast to csv format. can you please help me do that.
Amal Bousamra
supported this idea
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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
An error occurred while saving the comment Amal Bousamra
commented
This is crucial for my clients
Amal Bousamra
supported this idea
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291 votes
Hi everyone, the ability to attach files when sending purchase orders from Xero is in the process of rolling out and live with 50% of users already!
If you have attached files to your purchase order you will see these shown when sending, with a check box to choose whether they are attached to the email 😁
I'll be back again to confirm once it's live to all users.
An error occurred while saving the comment Amal Bousamra
commented
My client sends plans with purchase orders. Automating this function will save time and errors. Thanks
I need to download Cash Flow Forecast to csv format. can you please help me do that.