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  1. Xero Analytics Plus | Short term cashflow - Ability to set date range (e.g a year)

    51 votes

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    submitted  ·  18 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Lucia Pearce supported this idea  · 
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    Lucia Pearce commented  · 

    Allow a long term cash flow report, to show predictions of invoices for 12 months+

    Currently the short term report allows for cash predictions 3 months ahead, and invoice predictions 2 months ahead, however would be helpful to be able to have the data available for repeating invoices to be raised in the next year or two

  2. Reporting - Report that shows Repeating Invoices

    257 votes

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

    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…

    Lucia Pearce supported this idea  · 

  3. Contact - Having custom fields on invoices and contacts

    638 votes

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    263 comments  ·  Contacts & files » Contact  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.

    However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.

    As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.

    Lucia Pearce supported this idea  ·