Settings and activity
12 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…
Nicola Links
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16 votesNicola Links
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An error occurred while saving the comment -
45 votes
Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.
Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.
We'll continue to track the interest for this idea and share if there's any change planned.
Nicola Links
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5 votesNicola Links
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6 votesNicola Links
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4 votesNicola Links
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8 votesNicola Links
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9 votes
An error occurred while saving the comment 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
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2 votesNicola Links
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180 votesNicola Links
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16 votes
An error occurred while saving the comment 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.
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389 votes
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
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Is there any update on this?