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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

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   Brice Musendo commented  ·  18 March, 2023  ·  Edit…  ·  delete…

   This needs to be addressed. It's fundamental in budget reporting.

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   Brice Musendo supported this idea  ·  05 March, 2023

2. Budgets - Import Tracking budgets

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   submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Brice Musendo supported this idea  ·  18 March, 2023

3. Chart of Accounts | Spending caps/limit based on budgeted amount

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Brice, to confirm this isn't something that exists at present. 

   Right now, there's the ability to set a credit Limit at a customer level but not on a supplier side of things. We have an idea for this here, but appreciate what you're asking based on the budget comparative is a little different and I'll leave this idea separate so we can track he interest in each. 

   Welcome to add your support to the other idea if that's something you'd like to see too.  

   Brice Musendo shared this idea  ·  05 March, 2023

4. Reporting - Ability to consolidate multiple Xero organisations

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

   Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

   We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

   For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

   We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

   We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value your input in helping us understand what matters most to our customers, and we’ll continue to review this idea for future consideration.

   Thanks again for your understanding and for being such an engaged part of the Xero community.

   Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

   We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

   For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

   We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

   We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value… more

   Brice Musendo supported this idea  ·  05 March, 2023