Settings and activity
5 results found
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721 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
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Irene Arroyo
supported this idea
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83 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
An error occurred while saving the comment Irene Arroyo
commented
Enhancing short term cash forecast within Xero Analytics. This is the germ of a great feature but would be greatly enhanced by the following (in order of importance) : 1) ability to print out in report form, 2) ability to save changes to predictions i.e. you when you change to expected payment date for an overdue invoice or bill it does not seem to save it, so you lose the changes you have made, 3) if it could have the option interact with budget numbers to produce projected receipts/payments.
An error occurred while saving the comment Irene Arroyo
commented
I agree that this is vital for presentational purposes and to provide the basis for extending the cash forecast further than 90 days. It's really disappointing that Xero haven't provided this and makes what could be a great function useless.
It seems to be a trend amongst software developers to assume that people want to see dashboard charts rather than a regular spreadsheet report. I don't think this reflects most users real life requirements. It is easy enough to turn a report into a chart if you want to but pretty impossible to turn a chart into a report.
Irene Arroyo
supported this idea
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47 votesIrene Arroyo
supported this idea
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17 votes
Hello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history.
At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow.
If there’s any news to share, we’ll come back here and let you all now.
Irene Arroyo
supported this idea
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57 votes
An error occurred while saving the comment Irene Arroyo
commented
This is essential. Especially now the new format reports are being imposed. Please add this option!
Irene Arroyo
supported this idea
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I would have thought it would be a no-brainer to have this function. It is time consuming to log into Xero, download and copy reports into a spreadsheet. If reports could be email in Excel, CSV or PDF format it would significantly improve productivity. It's disappointing that Xero is so behind on this.