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Reports & tax

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Reports & tax

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5 results found

  1. 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.

    7 votes

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    0 comments  ·  Budgets  ·  Admin →
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    Hi Lauren


    Thanks for sharing your idea, and letting us know the changes that matter most for you. We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

  2. 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.

    7 votes

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    1 comment  ·  Budgets  ·  Admin →
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    Hi everyone, thanks for your feedback on increasing the CSV import line limit for budgets. We understand that the current 500-line limit means splitting larger files into smaller uploads, which adds extra steps to the process.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  3. 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.

    6 votes

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    0 comments  ·  Budgets  ·  Admin →
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    Thanks Cecily, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  4. 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 !

    3 votes

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    0 comments  ·  Budgets  ·  Admin →
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    We’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.

  5. 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.

    2 votes

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    0 comments  ·  Budgets  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

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