Settings and activity
4 results found
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68 votes
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Nigel Western
supported this idea
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123 votesNigel Western
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An error occurred while saving the comment Nigel Western
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This is a must. We have systematic importing or integration of description fields from other finance systems. We need to be able to FILTER the DESCRIPTION field to make effective use of the find and recode screen.
This is particularly important for manual journals, as they may have multiple line items that have different purposes (bulk import).
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203 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
Nigel Western
supported this idea
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159 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…
Nigel Western
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This is critical to have a unique identifier / key for each employee, as it enables us to tie this record to other systems that have a list of employees and employee numbers. The employee name can change but the employee number will never change.