Settings and activity

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1. Bank reconciliation - Send automatic receipts

   78 votes

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   submitted  ·  30 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Maya Kemp supported this idea  ·  06 January, 2023

2. Profit & Loss - Ability to add variance columns for YTD Actuals & budget

   7 votes

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Maya Kemp supported this idea  ·  06 September, 2022

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

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   68 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 it.

   We’ll be sure to post an update here if our position for this idea changes.

   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… more

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   Maya Kemp commented  ·  06 September, 2022  ·  Edit…  ·  delete…

   I don't see the point in having tracking categories and nothing to compare them with. It would reduce the amount of manual work needed to produce reports as well

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   Maya Kemp supported this idea  ·  06 September, 2022