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  1. Reporting | Budget Manager - Customise report layout

    230 votes

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    117 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.

    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. Budget Manager - Ability to add Notes

    35 votes

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    5 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we appreciate you describing how notes could support reviews and board discussions. Budgets in Analytics that's currently in early access release provides event descriptions and a history of adjustments, adding context to changes made during planning.

    However, currently it doesn’t provide a free-form note on each budget line or cell. This is something we'd like to continue tracking interest from our communiy in, here.

    Letticia Mincham supported this idea  · 

  3. Invoices - Unapprove option

    525 votes

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    163 comments  ·  Invoices & quotes » Invoicing  ·  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