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3 results found

  1. Overall budget report - add annual (and quarterly) total column

    In the overall budget report, add column for annual total.
    Add additional option to include quarterly or triannual sub-total columns.

    18 votes

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    2 comments  ·  Budgets  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, sincere apologies we have not updated this idea sooner. Since our last interaction we have delivered a new Budget Summary report that replaces the older experience.

    This newer report allows you to set the date range and the number of future periods, as well as provides a total for the periods selected.

    We appreciate your input here.

  2. Budget Manager - Use last years actuals

    Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR

    9 votes

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    0 comments  ·  Budgets  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hiya team, we totally get wanting more efficiency in setting up a new year budget quickly. We've launched our new Analytics Budgets which is currently in early access, and this lets you populate a budget from the last 12 months of actuals, month by month, or repeat the previous month’s actuals across the budget period.

    One thing to note is that budgets created from actuals remain dynamic as the underlying actuals change, so that behaviour is worth keeping in mind when setting one up. Thanks you for your interest and sharing of your needs with us here.

  3. Budget manager - Ability to extend periods by more than 12 months

    Can we please extend the budget manager period from 12 months to more than 3 years or whatever is possible? The data in the budget manager does not go beyond 12 months and if the budget is to be changed after a year of upload it doesn't have such access.
    When working for a movie/film-making company the budget runs for more than 12 months and it needs to be changed time and again. But Xero doesn't have such an option which makes it impossible to get an accurate variance.
    It would be great help.

    25 votes

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    13 comments  ·  Budgets  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for explaining your needs in planning across multiple years. We've released Budgets with Xero Analytics which is currently in early access, and you'll find within the Reports Centre. This new tool lets you set a start and end date for each budget, with a maximum duration of 5 years. ✨

    We appreciate your feedback and letting us know how we could improve this experience for you.

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