Settings and activity
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102 votes
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Mark Rudd
supported this idea
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36 votes
An error occurred while saving the comment Mark Rudd
commented
I can't believe that deleted transactions are not already appearing in the audit history reports
Mark Rudd
supported this idea
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160 votes
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…
Mark Rudd
supported this idea
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An error occurred while saving the comment Mark Rudd
commented
I have been requesting this feature for a number of years now and have even spoken to Xero development team about some ideas in how to implement
I believe there is a simple solution to the problem of tracking categories in payroll.
You allow a default Employee Groups and Timesheet Category to be setup for each Employee. Currently only the Employee Group is able to be nominated in the Employment section when setting up an employee.
In this way all employee costs will be allocated correctly to the 2 tracking categories and eliminate the need for manual journals.
If the employee's costs are to be allocated to a different Employee and/ or Timesheet Category this can be done via timesheets.