Settings and activity
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49 votes
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Anna Anderson
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15 votes
Hi team, as you may have experience we now have Cashflow Manager with Xero Analytics that helps you predict your businesses’ financial overview, cash in and cash out.
We are currently developing a widget to surface these insight to your on the new Homepage. I'll return to share once it's live 🙂
An error occurred while saving the comment Anna Anderson
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Currently we have tasks scheduled 18 months ahead. We also created a quote with the prices and they are linked to the job tasks when we generate the job. We should be able to get a cashflow forecast based on the scheduled task and the price quoted. The price can be calculated or fixed. the individual prices need to be forecasted by the item in the quote with the price. rather than by the total quote.
Anna Anderson
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7 votesAnna Anderson
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17 votes
An error occurred while saving the comment Anna Anderson
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Search Job name when searching for invoices
It is also impacting our productivity because you are showing more data than you need to for just viewing the status of an invoice. You need to restrict viewing WHOLE OF SALES data just to see the invoice status. Therefore, the user has to goto executive management level whenever the manager is available to findout. It WASTES time