Settings and activity
6 results found
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83 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
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Sadie Mitchell
supported this idea
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447 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Sadie Mitchell
supported this idea
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88 votes
An error occurred while saving the comment Sadie Mitchell
commented
It also needs Start Date and Termination Date. It's ridiculous having to go into each employee and manually key the data into a s/sheet to add info to the Contact Details Report. The information is in Xero, so should be available in report form.
Sadie Mitchell
supported this idea
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20 votes
An error occurred while saving the comment Sadie Mitchell
commented
We need to be able to add a debit note on our supplier - currently we are having to raise it as a sales invoice and code to direct costs
Sadie Mitchell
supported this idea
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486 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
An error occurred while saving the comment Sadie Mitchell
commented
Totally agree - there needs to be a lot more flexibility on adding users and their permissions. We have to implement procedures for security and audit purposes but Xero does not enable this. Xero has grown in usage and needs to back this up with flexibility.
Sadie Mitchell
supported this idea
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8 votes
Hi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
Sadie Mitchell
supported this idea
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Loving the fact we can look at the the Business Snap Shot and the new Cashflow Projection which can be made accurate by adding expected payment dates, predicted sales/purchases BUT, not a lot of good if you can't generate a report from it. Day to day it's great to look at but the directors are not looking at the screen and finding this information for themselves! We all know this.