Settings and activity
3 results found
-
175 votes
An error occurred while saving the comment 
Daniel Doulton
supported this idea
·
-
209 votes
Hi team, we're pleased to share that we have begun rolling out the ability to show nil(zero) balance accounts within the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank reports and Report Templates.
When available you'll find a new option from the 'More' menu in each of these reports, as well as a blanket setting within the Report preferences where you can select to 'Include accounts with zero balances or activity'.
As we slowly ramp up this release to all users, we thank you for your direct interest in this idea here and welcome your feedback.
While I'll be sharing any feedback from you with our product team, I'll also be back to confirm once complete and this feature is with live with you all.
An error occurred while saving the comment Daniel Doulton
commented
We are trying to consolidate 2 businesses' accounts. We've taken the effort to have them both on the same Chart of Accounts.
Xero doesn't allow consolidation, so you have to do this manually in Excel (or other). The least you could do for us is allow us to export all out account data so we can consolidate them in Excel, without having to manually stitch it together every month.
And for many other purposes, having a full readout every month of all your accounts is key for undertaking analysis, etc...
Daniel Doulton
supported this idea
·
-
61 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
An error occurred while saving the comment Daniel Doulton
commented
Many services automatically mail your expense to your chosen app/system - eg Uber, Lyft, Stripe etc…
Xero needs to implement this to streamline expense operations. Expensify and others already support this (from 2+ years ago).
Please prioritise this - more automation = less errors = less time on non-critical business tasks
Don’t become a friction point in our businesses.And AI will soon do all this and who cares which system you’re on.
Daniel Doulton
supported this idea
·
If you want to manage to cash (not P&L), this is critical. We have regular large CapEx spend items that suck the life out of our cash budgeting (and it often comes in different schedules than originally budgeted, etc...).
Why can't we see a cash view which after all is THE MOST IMPORTANT aspect of managing a small business. Not P&L which is an accounting view - nice and all, but won't stop you failing.