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Reporting: Account Transactions Report - Add annual budget field

Ability to add annual budget as one of the fields in the Account Transaction report.

Purpose: To get a better figure of how much an organisation has spent.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Debbie Clarke commented  ·   ·  Report

    Its difficult to see if on track if not measuring against a budget figure and to have to launch a report is time consuming. If I have a budget owner of an account come to me I want to quickly only show them their transactions and their budget line. Thanks

  • Sue Tappenden commented  ·   ·  Report

    This would be very very helpful and save a lot of time!