Settings and activity
6 results found
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25 votes
BDO Gisborne Xero Admin
supported this idea
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96 votes
Hi 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.
BDO Gisborne Xero Admin
supported this idea
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33 votes
BDO Gisborne Xero Admin
supported this idea
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50 votes
Hi everyone, we appreciate you continuing to highlight the impact of rounding on budget accuracy. We want to be upfront that while we've released new Analytics Budgets (currently in early acces), decimal precision isn’t part of this experience right now. This may be something we consider at a later stage but isn't in our short term plans.
If this position changes we will share an update.
BDO Gisborne Xero Admin
supported this idea
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70 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
BDO Gisborne Xero Admin
supported this idea
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50 votes
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BDO Gisborne Xero Admin
supported this idea
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When using either Xero Projects or WorkFlowMax, there should be the ability to report jobs by tracking code. The tracking code one is used to group jobs by Division or Profit Centre and management want to be able to look at profitability at Tracking Code level and then drill down to identify the jobs that are not profitable. tracking code is used for, say, location and again, management want to be able to report on jobs within location. This is essential to being able to efficiently manage profitability.