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  1. Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)

    55 votes

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    19 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks so much for your engagement and for sharing your needs on this idea over time.

    While we don’t plan to build this into the Short-term Cashflow feature, we did want to highlight that similar functionality is available through Cash Flow Manager in the new Xero Analytics.

    With Cash Flow Manager, you can extend your forecast out to 180 days.

    We understand the original request was for a full 12-month forecast and the ability to set a custom date range. We've focused on a short-term forecasting tool in Xero that projects up to 180 days, and whilst we do not have plans to have extended projections longer term that now, there are other solutions - such as Syft that offer advanced forecasting tools as well for long-term projections.

    Fraser Heaton supported this idea  · 

  2. Short term cashflow - Option to include payroll

    17 votes

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    5 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback here, everyone. To confirm, if you're using Xero Analytics Plus the dashboard can predict payroll expenses if they’re reconciled as spend money transactions or bills, and are regular in amount and frequency. To manually include payroll expenses, add them as upcoming money out transactions.

    We don't have any planned changes for how these type of transactions are represented in Short term cashflows in the near term. If there are any updates made we'll share this with you here.

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    Fraser Heaton commented  · 

    Agreed, need this feature to include payroll.

    Fraser Heaton supported this idea  ·