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4 results found

  1. Cash Flow Manager - Filter Projected Cash In/Out and subtotals

    2 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for raising this idea and explaining how the Cash In view could be more useful.

    Some of what you’ve suggested is already available. You can use the Type column to filter the Cash In transactions and deselect Predicted items. Overdue invoices are also shown in the invoice section, separately from predicted recurring cash in.

    The part we’ll move forward to Gathering Support is the request for clearer subtotals in the Cash In view, particularly a breakdown that makes it easier to distinguish predicted cash in from invoice-based cash in, including overdue invoices.

    To help us assess this further, it would be useful to understand exactly which subtotals you’d find most helpful and where you’d like them displayed. 🌟

    Liz Morrison shared this idea  · 

  2. Short term cash flow - Expected payment date based on history

    8 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Liz Morrison supported this idea  · 

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

    7 votes

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    submitted  ·  0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Liz Morrison supported this idea  · 

  4. Expenses - Allow filtering and sorting of expense claims by payment method

    2 votes

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    1 comment  ·  Payroll & expenses » Expense claims  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for raising this suggestion. Being able to filter expense claims by credit card could make it quicker to review transactions, particularly if you're reconciling multiple company cards or reviewing specific card activity.

    We've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share more about what other filters will be useful.

    Liz Morrison supported this idea  ·