Settings and activity
11 results found
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31 votes
Andrew Goldman
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230 votes
Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.
An error occurred while saving the comment Andrew Goldman
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37 votesAndrew Goldman
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363 votes
Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.
Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks
Andrew Goldman
supported this idea
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163 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Andrew Goldman
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130 votesAndrew Goldman
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97 votes
An error occurred while saving the comment Andrew Goldman
commented
At least MYOB AE let you add a workpaper to a trial balance account. So much easier. They didnt get much else right but this was a big tick for MYOB AE
Andrew Goldman
supported this idea
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42 votes
Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.
Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.
The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.
While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.
I'll return to share once this is released.
Andrew Goldman
supported this idea
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34 votes
Hi community, thanks for your on-going feedback through this idea.
We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.
Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.
We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.
You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.
Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future…
Andrew Goldman
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28 votesAndrew Goldman
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9 votesAndrew Goldman
shared this idea
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Budget manager as it sits now is just a projected P & L or a P & L budget, not a cashflow budget. Needs improvement.