Settings and activity
6 results found
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18 votes
BDO Gisborne Xero Admin
supported this idea
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80 votes
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.
BDO Gisborne Xero Admin
supported this idea
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25 votes
BDO Gisborne Xero Admin
supported this idea
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45 votes
Thanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here.
BDO Gisborne Xero Admin
supported this idea
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54 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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39 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.