More tiers of financial tracking, budgeting and reporting
For organisations managing multiple portfolios, funding contracts, services, properties and events, Xero’s current limitations around tracking categories and reporting hierarchies make it difficult to capture and report financial information across these different levels/tiers.
There is a need to allocate Budgets and expenditure at different levels, automatically link related information, and roll figures up or drill down to see actual spend and variances. This doesn’t appear achievable through Xero’s standard functionality.
Has anyone explored custom development to extend Xero’s functionality to meet these requirements, or found another solution?
Jasmine Lambert
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂