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5 results found

  1. Reporting: Budget - Add Budgets for Balance Sheet accounts

    209 votes

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    80 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    An error occurred while saving the comment
    Heather McEwan-Nugent commented  · 

    a budget set up in Xero is not complete if it does not show how the balance sheet is impacted/forecasted

    Heather McEwan-Nugent supported this idea  · 

  2. Workpaper - Ability to select defaults

    5 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Heather McEwan-Nugent supported this idea  · 

  3. Report Templates - Livestock trading statement

    126 votes

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    submitted  ·  15 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Heather McEwan-Nugent supported this idea  · 

  4. NZ Tax - Add barcode/link to barcode in client tax letters

    23 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

    Heather McEwan-Nugent supported this idea  · 

  5. Practice Manager | Clients - Date of death field for client details

    258 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

    Heather McEwan-Nugent supported this idea  ·