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

    50 votes

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    submitted  ·  17 comments  ·  For small businesses » Business features  ·  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

    241 votes

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    102 comments  ·  For small businesses » Accounting features  ·  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

    614 votes

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    259 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.

    With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.

    Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here

    We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.

    Lucia Pearce supported this idea  ·