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1. Reporting - Budgets by tracking category to integrate with master overall budget

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   68 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.

   As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.

   While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of it.

   We’ll be sure to post an update here if our position for this idea changes.

   Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.

   As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.

   While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of… more

   Aoife O'Leary supported this idea  ·  14 August, 2023

2. Dashboard - Show Bills and Invoices that are in 'Awaiting Approval'

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   68 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.

   The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.

   As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.

   If you’d like a preview, you can check out the design on our Prototype page. We’re still building this out and we'll share as this rolls out to you all, here.

   Hi everyone, we appreciate all the votes and comments on this idea. We’ve heard your feedback and recognise how helpful it would be to see invoices and bills awaiting approval directly from the dashboard.

   The good news is that a solution is currently in development. As you might’ve heard, we’re currently working on a new navigation and homepage experience, which is currently in Beta.

   As part of this update, you'll be able to view the # of awaiting approval invoices or bills from the Bills to pay or Invoice owed to you widgets, and can go straight to the relevant screen from the new Task widget helping you stay on top of approvals without needing to jump between pages - You'll just need the right user permissions to see this.

   If you’d like a preview, you can check out the design on our Prototype page. We’re still building this… more

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   Aoife O'Leary commented  ·  10 February, 2023  ·  Edit…  ·  delete…

   100% agree - bring this is now please!

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   Aoife O'Leary supported this idea  ·  10 February, 2023