22 results found
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Xero Analytics - Add widget to track actuals vs budgets
When we're looking at Xero analytics page, we would like to be able to clearly track our income against our budget.
We also we would like to be able to track our net profit against a KPI line.51 votesHi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
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Budgets - Increase Budget Import CSV Line Limit
Please increase the limit of lines allowed in the budget manager import from 500. This is to save time from splitting the budget uploads into smaller files.
26 votesHey team, we understand how frustrating it is to split larger budget files before importing them.
We've now introduced Budgets with Xero Analytics and import and export capability is something we're considering as this work moves forward.
We're still building on this new budgeting experience and we’ll share more when there's news around imports.
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Budget Manager - Add a calculator button in cells
Could we add a calculator button in the budget manager cell to do a calculation?
3 votesHi Rowena, thanks so much for taking the time to share your feedback on adding a calculator button within Budget Manager cells.
We understand how this could make it easier to perform calculations while working on your budgets. After reviewing this idea, we’ve updated its status to Not in the Pipeline. This means the product team has considered it, but it isn’t currently on the foreseeable roadmap.
The idea will remain open for votes, and we’ll continue to monitor the feedback and support for it. We really value your input and appreciate you helping us shape the future of Xero.
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Budget Manager - Compare actuals for 9 months
Budget manager currently only allows you to include actuals for 3m, 6m and 12m. Most businesses do quarterly forecasts and hence also need 9m....why isn't this included as a default option ?? It should be...please !
17 votesWe’ve seen your feedback on Budget Manager—thanks for sharing it. A 9-month actuals option could support quarterly forecasting.
This idea has been moved to Gaining support, so the community can vote and comment. If this would help your team too, sharing how you’d use it can give the product team more context and help the idea gain traction.
We’ll let you know when this progressed.
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Budget Manager - Extend Budget Manager view to show all 12 months on a single screen
Extend the screen on budget manager to see all 12 months including the total. It is time consuming to scroll down and across when checking totals.
22 votesHi all, thanks for calling out how much scrolling is involved when reviewing a full-year budget. The new Budgets experience provides a spreadsheet-style grid, inline editing, autosave and flexible start and end dates.
It’s a stronger foundation for working with budgets, although showing all 12 months and the total in one view isn’t something we've been able to work into this new experience, we’ll keep this feedback in view as the experience evolves.
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Budget manager - Archive tracking budget if tracking is archived
Budget Manager - Ability to Archive old budgets that relate to archived tracking categories.
At present the budgets still appear within budget manager even though linked to an archived tracking category. It would be great that when you archive a tracking category that the budget is archived along with it or just the ability to archive old budgets in budget manager. At present you can only delete so you lose that history.10 votesHi everyone, we appreciate you explaining why archived tracking categories can make historical budgets difficult to manage. We've released new Budgets in Analytics which is currently in early access. This new experience supports tracking category filters, but we want to be upfront that it doesn’t include an archive workflow for budgets linked to retired tracking options. We’ll continue to capture this feedback as the budgeting experience develops.
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Budget - Select multiple tracking options when creating budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting…
20 votesHi community, we recognise how complex budgeting can become across departments, and different areas of a business. We have a new Budgets experience available with Xero Analytics that supports tracking category filters and can populate a budget from actuals for a selected tracking category. At this stage, selecting multiple options within a category in one budget hasn't been developed. We're keen to continue to gather interst in this idea as we grow out this experience.
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Short term cashflow to integrate with budget
It would be helpful if the short-term cash flow could be integrated with the budget. Since we operate on 30-day end-of-month payment terms, the cash flow is often inaccurate. The sales figures are the primary element we would like reading from the budget.
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Budgets - Calculate as a % of another line
I'm setting up a budget in Budget manager. Is it possible to budget that one expense line is a percent of another - eg Superannuation is 11.5% of wages payable?
Makes life easier and saves errors with copy typing
13 votesHi team, we appreciate the appetite in formula driven budgets, to help reduce manual work. Recently, we released Analytics Budgets that's currently in early access. This new experience introduces suggested and event based adjustments, including percentage changes, giving you more flexible ways to model change.
While linking of lines and accounts within a budget isn't currently possible, this is something we're exploring as a future enhancement. I'll keep you updated of any news for this here.
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Budget Reports - Ability hide selected accounts
The ability to remove the nominal accounts from a budget or show only selection of nominal accounts on a budget report. This would be useful so we can send budget owners a reports which shows only the budget lines that they are interested in and keeps actuals and forecasts in other nominal codes confidential.
28 votesHi community, we appreciate hearing how focused reports without unrelated accounts would be useful for different budget owners.
We've recently released early access of our new Budgets experience, that brings a more flexible grid and filters.
That said, it doesn’t currently provide a way to hide selected accounts from budget reports. We’ll keep listening to feedback here for future reporting and permissions improvements.
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Budget Manager - Ability to add Notes
I really need to add notes to the Budget Manager fields to explain (as much to aid my own memory as anything) how I calculated the amounts in each line for each month. This will be helpful when the budget is interrogated at Board meetings and I can easily reference what was included in the expected income or expenditure figures for a month. Xero has this facility in other financial reports, but it is desperately needed in budget manager.
35 votesHi all, we appreciate you describing how notes could support reviews and board discussions. Budgets in Analytics that's currently in early access release provides event descriptions and a history of adjustments, adding context to changes made during planning.
However, currently it doesn’t provide a free-form note on each budget line or cell. This is something we'd like to continue tracking interest from our communiy in, here.
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Creating budget in petrol service station business
I'm in a petrol service station business and would like to create a budget using litres sold/purchased as petrol prices fluctuate monthly.
1 voteHi Johannes, we recognise that changing fuel prices and litre volumes create a very specific planning challenge for petrol stations.
We've introduced Analytics Budgets which supports P&L budgets and event based adjustments, that may help model changing values over time.
It doesn’t currently provide a dedicated units-and-price model for litres sold or purchased, so we’ll keep this industry use case in consideration for future. In the meantime, make sure to share your idea with others that may want to vote for this too.
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Budget Manager- Ability to transfer the data from one budget to another
The ability to transfer any one year budget or overall budget to another year
This will facilitate annual budgeting as you don't need to start from scratch25 votesHi everyone, thanks for your engagement here. We understand the time involved in recreating budgets each year.
Our new Analytics Budgets makes it easier to create budgets from actuals, it supports multiple budgets, and there is the option to extend the budget period up to 5 years.
Being able to directly copy or transfer from one budget to another isn’t currently available. Import and export work is part of the future direction, and we’ll be sure to update here if there's any news around this, for you all.
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Budget - Enter budget as a yearly option
Quickbooks allows this: and 501c6 and 501c3 find this EXTREMELY useful. We don't budget by the month per se; we budget yearly.
66 votesHey team, thanks for all your feedback it clearly explains why monthly entry can be a poor fit for organisations that plan annually.
Our new Budgets experience is in early access, and supports defined start and end dates and longer planning horizons. While annual target entry and automatic spreading across months aren't within the initial release, we have plans for adding more complex formulas for adjustments and populating your budget values. I'll come back to share more as this work progresses.
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Budgets - Order by GL account number
The ability to do budgets by GL account number. It's very perplexing this is not available today!
96 votesHi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.
We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.
Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊
I'll keep you updated of news for this, here.
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Budget - Attach file
It would be great to have a background worksheet that you could attach to each budget cell to clarify how the numbers were obtained
8 votesHey team, we get how being able to attach supporting documents could help when explaining budgets. Attaching a file or worksheet to an individual budget cell isn’t currently available, so we’ll keep this documentation need in view as our new budgets experience evolves.
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Business Snapshot - Include budget amount
Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,
10 votesHi community, thanks for your inputs here. We understand why having annual budget figures close to the day-to-day homepage view matters. We've now launched Analytics Budgets which is in early access. While these figures don't feed into the accounts watchlist on the Hompeage at this point we'll be looking to sync to this widget as the experience grows and will keep your feedback in mind when this gets picked up. I'll be sure to share any updates here.
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Homepage | Account Watchlist - View annual budget figures
I need an account watchlist for annual budget, the budget should be for one year accounting period.
40 votesHi all, we understand why seeing annual budget figures in the Account Watchlist would make monitoring easier. We're rolling out new Analytics Budgets that's currently in early access. This new solution doesn't feed into the watchlist just yet. However, this is something we have plans for and will keep you updated of progress here.
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Budgets - Import Tracking budgets
Please please can you sort your system so that when we are bulk importing our annual jobs that it is possible to import the budget also - I have asked for this for many years but to date nothing has changed. I hope that now that you have finally updated the system, after several years of empty promises, perhaps this is now a possiblity. It is far too time consuming to enter the budget manually with over 1000 jobs and would speed up our invoicing if the budget field was imported instead of having to look elsewhere for the fee.…
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Budget Manager: Support for 13 period accounting
Ability to setup a 13 week budget (blocks of 4 weeks). We currently cannot utilise the budget function because there is only the ability to budget monthly.
11 votesHey team, we recognise that monthly budgeting doesn’t fit organisations using 13-period accounting.
We'd like to share that we've released a new Budgets experience that's in early access right now - While it supports P&L budgets over a defined date range, it doesn’t currently provide 13-period or four-week budget periods. We’ll continue to capture this as feedback for future consideration.
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