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  1. Reporting | Budget Manager - Customise report layout

    114 votes

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    submitted  ·  55 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Charlie Brand commented  · 

    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

    Charlie Brand supported this idea  · 

  2. User Role - Restrict access to specific Tracking categories

    40 votes

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    submitted  ·  10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    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  ·