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  1. 215 votes

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    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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    Danielle Mcall commented  · 

    Can we have the option to include all of the assets and liabilities too please! I can't manage a budget without being able to account for the liabilities!

    Danielle Mcall supported this idea  · 
  2. 1,468 votes

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    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
    Danielle Mcall supported this idea  · 
  3. 4 votes

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    Danielle Mcall commented  · 

    This! Absolutely would make my life so much easier. Especially having the lead time per line item rather than whole invoice. I currently have a separate manual spreadsheet to track which oders are due when.

    Danielle Mcall supported this idea  ·