Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Xero Analytics Plus | STCF - Options to export

    84 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    42 comments  ·  Users & setup » Export  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Middleton (Admin, Xero) responded

    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…

    Gill Walker supported this idea  · 
    An error occurred while saving the comment
    Gill Walker commented  · 

    This functionality is absolutely crucial. I'm sure 90% of Analytics Plus subscribers are using it in order to inform 3rd parties, like the bank. Please, please can you provide a report here? (along with the ability to forecast longer than 90 days, of course!)

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

    55 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks so much for your engagement and for sharing your needs on this idea over time.

    While we don’t plan to build this into the Short-term Cashflow feature, we did want to highlight that similar functionality is available through Cash Flow Manager in the new Xero Analytics.

    With Cash Flow Manager, you can extend your forecast out to 180 days.

    We understand the original request was for a full 12-month forecast and the ability to set a custom date range. We've focused on a short-term forecasting tool in Xero that projects up to 180 days, and whilst we do not have plans to have extended projections longer term that now, there are other solutions - such as Syft that offer advanced forecasting tools as well for long-term projections.

    An error occurred while saving the comment
    Gill Walker commented  · 

    I am in the process of looking for another provider if this can't be extended to at least 12 months. Please can you inform me if there is ANY chance of forecasting being extended to 12 months in the coming months? (I would hold off purchasing another programme if this was imminent)

    Gill Walker supported this idea  ·