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84 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…
Claire Cotes
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6 votes
An error occurred while saving the comment Claire Cotes
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4 votesClaire Cotes
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55 votes
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.
Claire Cotes
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8 votesClaire Cotes
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Completely agree - currently if you have a repeating transaction, that prediction PLUS the actual bill when it has been logged show up in the cash flow. I want to be able to remove the prediction for this month (now that the real bill has arrived) but keep the future months. If I exclude the prediction it removes it completely - for this month and all the future ones.