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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.

    Natan Stoessel supported this idea  · 

  2. Profit & Loss report - Show columns for all tracking options (incl. ones with nil balances)

    69 votes

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

    Thanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.

    As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.

    To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.

    Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.

    That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable…

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    Natan Stoessel commented  · 

    Agreed that we should be able to add option to insert the zero balances in our profit and loss report, so that external viewers can see the accounts where money has not been spent thus far

    Natan Stoessel supported this idea  ·