Settings and activity
12 results found
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88 votes
HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.
This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.
We will let you know if there are any changes planned for this report, here.
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Julie Blackwell
supported this idea
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16 votes
Appreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
An error occurred while saving the comment Julie Blackwell
commented
This is so critical, and it seems like it would be so simple to include in the Account Transactions report an additional 'Column' for Projects. Then Projects could be filtered in order to see all costs and then could also be hyperlinked to the invoice/bank payment.
Julie Blackwell
supported this idea
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8 votes
Hey team, we get how being able to attach supporting documents could help when explaining budgets. Attaching a file or worksheet to an individual budget cell isn’t currently available, so we’ll keep this documentation need in view as our new budgets experience evolves.
Julie Blackwell
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34 votesJulie Blackwell
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53 votesJulie Blackwell
supported this idea
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11 votes
Hey team, we recognise that monthly budgeting doesn’t fit organisations using 13-period accounting.
We'd like to share that we've released a new Budgets experience that's in early access right now - While it supports P&L budgets over a defined date range, it doesn’t currently provide 13-period or four-week budget periods. We’ll continue to capture this as feedback for future consideration.
Julie Blackwell
supported this idea
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175 votes
Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.
We understand the appetite here and will continue to review this idea in future planning.
If there are any changes we'll let you know here.
For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.
Julie Blackwell
supported this idea
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70 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Julie Blackwell
supported this idea
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230 votes
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.
Julie Blackwell
supported this idea
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546 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Julie Blackwell
supported this idea
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348 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Julie Blackwell
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29 votesJulie Blackwell
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An error occurred while saving the comment Julie Blackwell
commented
We could really use the functionality to maintain both a tax fixed asset register and a separate fixed asset register for NZ IFRS accounting purposes. (As we are required to prepare our financial statements under IFRS reporting.)
This is so critical.
To see a list of costs assigned to a Project, it seems like it would be so simple to include in the Account Transactions report an additional 'Column' for Projects. Then Projects could be filtered in order to see all costs and then could also be hyperlinked to the invoice/bank payment.