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  1. Reporting | Budget Manager - Customise report layout

    211 votes

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

    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

    Letticia Mincham supported this idea  · 
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    Letticia Mincham commented  · 

    Also to include a budget line that enables us to show reserve funds being allocated for use rather than just revenue/expenses

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    Letticia Mincham commented  · 

    I agree - what we need is the ability to edit and group the order in the budget manager the way we can in our other reports - for me this would be to match the custom P&L we have set up.

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    Letticia Mincham commented  · 

    I totally agree - pulling my next financial years budget together for our board and hoping to see this change.

    We need to be able to edit the budget manager to meet our needs e.g. for my overall budget the same as our custom P&L - for smaller projects to only show what we need in them.

    This is essential - it's so hard to give the full - out of order list to the board and explain it.

  2. GST Audit Report - files icon

    4 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Letticia Mincham shared this idea  · 

  3. Budget Manager - Ability to add Notes

    21 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Letticia Mincham supported this idea  · 

  4. Invoices - Unapprove option

    493 votes

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    162 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

    As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

    While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…

    Letticia Mincham supported this idea  · 
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    Letticia Mincham commented  · 

    Yes please add this function - also to be able to return an invoice that is in the awaiting approval tab - back to draft