Settings and activity
7 results found
-
37 votes
Hi Community!👋 Thanks for your suggestion to improve the short-term cash flow projection. We're grateful for your engagement.
We've reviewed the idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this clearer view of cash flow could improve their experience with Xero.
An error occurred while saving the comment -
92 votes
Jessica Roach
supported this idea
·
-
26 votesJessica Roach
supported this idea
·
-
215 votes
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.
Jessica Roach
supported this idea
·
-
9 votesJessica Roach
shared this idea
·
-
253 votes
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
Jessica Roach
supported this idea
·
-
125 votes
Hey community, thanks for your detailed feedback on combining expenses into a single claim.
We recognise the value in creating a more streamlined process for submitting and approving multiple expenses, especially for events like business travel.
Our product team are currently reviewing this functionality and are in an initial discovery phase, but it isn’t set in their product roadmap yet. We’ve moved the status to In Discovery to reflect this.
We’re continuing to monitor feedback on this idea and will keep you updated.
Jessica Roach
supported this idea
·
Cashflow needs to include repeating invoices that are set up as "approved" or "to be sent".
To set up a repeating invoice and then have to also add it into the cashflow is a ridiculous task duplication & impossible especially when the frequency of repeating invoice range from annual to quarterly to monthly. The past transaction prediction will not be accurate enough.
Severely, questions the value of the Xero cashflow tool.