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  1. 1 vote

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    0 comments  ·  Reports & tax » Budgets  ·  Admin →
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     ·  System responded

    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. 🙂

    Rowena Bowes shared this idea  · 
  2. 7 votes

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     ·  1 comment  ·  Reports & tax » Budgets  ·  Admin →
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    Rowena Bowes supported this idea  · 
  3. 5 votes

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     ·  0 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Rowena Bowes supported this idea  · 
  4. 90 votes

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    Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.

    Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.

    We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.

    Rowena Bowes supported this idea  · 
  5. 58 votes

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    Rowena Bowes supported this idea  · 
  6. 23 votes

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     ·  2 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Rowena Bowes supported this idea  · 
  7. 8 votes

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     ·  0 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Rowena Bowes supported this idea  · 
  8. 26 votes

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     ·  4 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Rowena Bowes supported this idea  · 
  9. 31 votes

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     ·  5 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Rowena Bowes commented  · 

    Could we add a calculator button in the budget manager cell to do a calculation?

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    Rowena Bowes commented  · 

    Agree

    Rowena Bowes supported this idea  · 
  10. 60 votes

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    Rowena Bowes supported this idea  · 
  11. 10 votes

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    Hi everyone, we're excited to share a significant update with you all. With the development of a new Xero Workpapers you'll have a new calculator tool (in the form of blank calculation sheets or light spreadsheet functionality), allowing you to perform basic calculations.

    Until you get new Workpapers, the best option is to continue using external spreadsheets to perform your calculations and attach them as supporting documents.

    We're initially rolling out in Australia, and we'll be sure to keep you updated on our progress as we this goes out to other regions.

    Rowena Bowes supported this idea  · 
  12. 7 votes

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    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!

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

    Rowena Bowes supported this idea  · 
  13. 100 votes

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    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!

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

    Rowena Bowes supported this idea  · 
  14. 27 votes

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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

    Rowena Bowes supported this idea  · 
  15. 166 votes

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    Thanks for your support and joining in this idea. We get the challenges involved in manually chasing up employees to complete timesheets each pay period.

    Although it's not the integrated solution you’re looking for, you could look to set up recurring calendar events or using external communication tools to prompt your team members.

    We want to be transparent that we don't have any plans for adjusting the existing notifications for timesheets.

    We'll continue to monitor this idea, and should our priorities shift in the future we'll let everyone know here.

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    Rowena Bowes commented  · 

    Fantastic idea

    Rowena Bowes supported this idea  · 
  16. 50 votes

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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

    Rowena Bowes shared this idea  · 
  17. 403 votes

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    Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.

    While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.

    Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.

    Rowena Bowes supported this idea  · 
  18. 170 votes

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    Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.

    As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.

    While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of

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    Rowena Bowes commented  · 

    Reporting - Budgets by tracking category to integrate with master overall budget

  19. 221 votes

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    Hey everyone, we thank you for the detailed feedback on improving how leave requests work for part-time employees in Australian payroll. 

    We understand the value of shifting the task of adjusting hours to employees, freeing up payroll administrators’ time for other priorities and we also appreciate the points raised around accuracy and compliance.

    While we don’t have current plans to deliver exactly what’s been suggested here, our product team is continuing to focus on developing working patterns within AU Payroll. Based on what we’ve seen in other regions, this'll likely address many of the needs discussed here.

    We’ll move this idea to Not in pipeline for now, but we’ll keep you posted on any updates that could help achieve what’s being asked.

  20. 24 votes

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    Hey community, just a quick update to let you know the team are currently working on this! No exact timeframes are available just yet but we'll pop back when we have more news to share 🗞️

    Rowena Bowes supported this idea  · 
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