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4 results found

  1. Budget | Export - Separate column for Account Code

    17 votes

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    submitted  ·  4 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Stephen Oliver supported this idea  · 

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

    175 votes

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    69 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Stephen Oliver supported this idea  · 

  3. Chart of Accounts - Ability to assign Foreign Currency to an account

    67 votes

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    21 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for support in this idea, everyone.

    We can see the benefit being able to associate a currency to an account could would have for customers in helping keep transactions consistent in their source currency.

    This isn’t currently on our roadmap, but it’s something our team will consider as they plan the future of multi-currency across Xero.

    We’ll keep an eye on the feedback here and make sure to share if there are any updates, with you all.

    An error occurred while saving the comment
    Stephen Oliver commented  · 

    This would also be useful for VAT accounting where trading occurs within different jurisdictions (e.g. through branches in different countries).

    Stephen Oliver supported this idea  · 

  4. Profit & Loss Report - Compare > 200 tracking categories, and bulk select

    50 votes

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    12 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Stephen Oliver supported this idea  ·