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  1. Xero to Xero - Send the attached files on the invoice

    9 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, apologies as we have jumped the gun a little - While it's currently possible to include a PDF of the invoice when sending via the Xero network, including attached files is not available just yet.

    However, I want to confirm this is something the team are currently working on and we will share as soon as there is another update on this.

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    Cassandra Bremer commented  · 

    This would increase the efficiency of using the network!

    Cassandra Bremer supported this idea  · 

  2. Reporting: Budget - Add Budgets for Balance Sheet accounts

    204 votes

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    77 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.

    The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.

    I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.

    Please keep the ideas and feedback coming to show your support for this idea. 

    Cassandra Bremer supported this idea  ·