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  1. Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss

    40 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Helen Deavoll commented  · 

    This needs to be done to speed up the decision making process for Managers
    There is too much time spent downloading to spreadsheets and working it out the forecast end of year results.
    Not a very professional reporting concept

  2. Chart of Accounts - Assign a Tracking category

    170 votes

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    30 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.

    We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors. 

    While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own). 

    We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…

    Helen Deavoll supported this idea  · 

  3. Contacts - Send out bulk emails to suppliers and customers

    232 votes

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    83 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.


    That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.


    I know this isn’t the news you’re hoping…

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    Helen Deavoll commented  · 

    We needed this to notify all our customers that there was an issue with the invoices that were coming through from Inventory System
    With all contacts listed in Xero it would be a great option to have