Settings and activity
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207 votes
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.
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Charlie Brand
supported this idea
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52 votes
An error occurred while saving the comment Charlie Brand
commented
We are a film production company and have various projects on the go with their own teams. If we could restrict tracking categories to certain users, we'd eliminate errors in posting to wrong projects. Also, hopefully we could have a function where a tracking option must be selected in order to post the invoice.
Charlie Brand
supported this idea
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Please Xero could you add in a budget manager edit function. Alphabetical order rather than cost code order/groups means our categories are all jumbled. We'd need this to mirror our custom P&L for management reporting.
Thanks