Settings and activity
4 results found
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205 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.
An error occurred while saving the comment An error occurred while saving the comment 
Wendy Bromley
commented
Why bother having a budgeting feature if you're missing all the key components like loan repayments, HP repayments, ATO repayments, etc, etc
Wendy Bromley
supported this idea
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40 votesWendy Bromley
supported this idea
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55 votes
Hey community,
Thanks for all your feedback on this idea.
As you’ve found, users could bookmark reports and that bookmark would work across organisations. However, this caused some strange behaviour when navigating between organisations in bookmarked reports.
By including a unique Organisation ID in the the new report URLs, the data displayed is consistent with the organisation the report was bookmarked in. The result is that users can navigate away from a bookmarked report, without Xero updating the organisation.
To be transparent here, this was a deliberate change, and there are no plans to re-implement book-markable links to reports.
Wendy Bromley
supported this idea
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An error occurred while saving the comment Wendy Bromley
commented
Absolutely essential
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406 votes
Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊
We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.
Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.
I'll keep you looped in on further updates here.
An error occurred while saving the comment Wendy Bromley
commented
We use Thoroughbred payments for a lot of our clients and while we can include the payment link on their invoices, we also send out statements.
Not having the ability to do this on the statements seems very backward to me. Surely it's a simple fix to be able to add this ability to statement templates.
I think it ridiculous that all the implementation that is and has been completed over the last couple of years are all cosmetic and add absolutely no value to us as accountants. Everything that is asked for is ignored, and stuff that is irrelevant is being updated. It really baffles me.