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12 results found

  1. Xero Analytics Plus | STCF - Options to export

    78 votes

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    42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nicola Links supported this idea  · 

  2. Reports - Ability to include Draft bills and invoices in cashflow reports

    13 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nicola Links supported this idea  · 
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    Nicola Links commented  · 

    Is there any update on this?

  3. Sales Invoice | Expected Dates - Bulk Update

    36 votes

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    16 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl. 

    We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made. 

    Nicola Links supported this idea  · 

  4. Xero Analytics | Short-Term Cash Flow Projection - Enter Overdue Invoices

    5 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nicola Links supported this idea  · 

  5. Short term cash flow include repeat quarterly transaction

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Nicola Links supported this idea  · 

  6. Short term cashflow - Ability to edit repeated transactions

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Nicola Links supported this idea  · 

  7. Xero Analytics | Short-Term Cash Flow - Change payment dates from within Short-Term Cashflow Screen

    8 votes

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    2 comments  ·  For small businesses » Business features  ·  Admin →
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    Nicola Links supported this idea  · 

  8. Short term cashflow - Option to include draft invoices

    9 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nicola Links commented  · 

    Agreed, this would be very useful. We issue all project invoices at project initiation, so integrating them into the STCF would be ideal. Currently, I add them manually, which is time-consuming and room for error.

    Nicola Links supported this idea  · 

  9. Short Term Cashflow - Add Quotes

    2 votes

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    Nicola Links supported this idea  · 

  10. Prepayments & Accrual Schedules

    96 votes

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    submitted  ·  16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Nicola Links supported this idea  · 

  11. Statement - Customer statement including quotes

    16 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Nicola Links commented  · 

    Yes, that would be highly beneficial. We utilise quotes as proforma invoices, so this approach would support more effective follow up with clients regarding outstanding payment.

  12. New Invoicing - History to include if invoice is resent

    352 votes

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    90 comments  ·  For small businesses » Business features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.

    Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.

    We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.

    We'd like to confirm how this works;

    • This record is only applicable from here on in, there are no updates to any historical entries for sending.
    • History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.

    We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…

    Nicola Links supported this idea  ·