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30 results found
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162 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…
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Maggie Kavanagh
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An error occurred while saving the comment Maggie Kavanagh
commented
Xero Budgets - Xero needs the function to allow users to total up multiple individual budgets (in the same way the actual business is for all our clients in the P&L. Xero budgets are currently useless to companies with multiple budgets.
We enter about 50 client budgets into budget manager annually, but it's a totally pointless stand alone operation. We have to put everything into Excel so that we can actually manage budgets, actuals and variances through the year.
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191 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
An error occurred while saving the comment Maggie Kavanagh
commented
Totally agree with Supun - Xero should easily be able to cope with a batch of more than 200 bills. It is basic. Although I have noticed a lot of basic features missing on Xero, like selecting date ranges on some layouts, only available by paying for add ons. If Xero keeps restricting basic features to 'optional extras' then it'll become useless for us.
An error occurred while saving the comment Maggie Kavanagh
commented
Xero has merged the two separate requests to increase batch limit from 200, and to allow a filter on batches. I can see how a filter can help to reduce batch size to under 200 in some cases. But by combining both these requests into one, that just creates a larger job. Hence the new response now that no action is being taken:o)
An error occurred while saving the comment Maggie Kavanagh
commented
Not sure of the reason for the limit - can't see any response from Xero. But 200 seems a very low number to limit businesses to.
Maggie Kavanagh
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169 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
An error occurred while saving the comment Maggie Kavanagh
commented
Thanks Frank. Hopefully the developers will understand why the functionality is required.
Maggie Kavanagh
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77 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
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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.
Maggie Kavanagh
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8 votesMaggie Kavanagh
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48 votesMaggie Kavanagh
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10 votesMaggie Kavanagh
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516 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Maggie Kavanagh
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80 votesMaggie Kavanagh
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35 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
Maggie Kavanagh
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97 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Maggie Kavanagh
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631 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Maggie Kavanagh
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21 votesMaggie Kavanagh
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48 votesMaggie Kavanagh
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77 votesMaggie Kavanagh
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84 votesMaggie Kavanagh
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68 votesMaggie Kavanagh
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611 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Maggie Kavanagh
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57 votesMaggie Kavanagh
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We need this. We waste time entering all our individual budgets by tracking option into Xero every year; there's so little useful functionality in Xero. All our monthly and YTD accounting by client has to be done in Excel to get any useful, readable data.