Settings and activity
4 results found
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238 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Fiona Beech
supported this idea
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209 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
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10 votesFiona Beech
shared this idea
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24 votes
An error occurred while saving the comment Fiona Beech
commented
Why can't non-cash items/accounts be excluded from the Statement of Cashflows report?
I 've run a Statement of Cashflows report and it includes not cash item accounts.
I've had to go through every manual journal and untick the box 'Show journal on cash basis report' to remove the journals from the Cashflow Statement.
How can the Automatic Xero Payroll journals be removed form the Cashflow Statement Report?
The Wages Payable, NI Payable, Pension Payable and Student Loan Payable are all appearing under the financing activities section.Fiona Beech
supported this idea
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Can the position of Corporation Tax in UK be moved from within the overheads section to after Profit before Tax? We can do this by customising the layout of P&L reports but it would be useful to be able to customise the Budget Manager and Budget Reports too.