Settings and activity
12 results found
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179 votes
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kirsten Reid
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18 votes
An error occurred while saving the comment kirsten Reid
commented
Also in the Budget variance report please.
kirsten Reid
supported this idea
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3 voteskirsten Reid
shared this idea
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49 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.
An error occurred while saving the comment kirsten Reid
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Reporting - Budgets by tracking category to integrate with master overall budget
An error occurred while saving the comment kirsten Reid
commented
A must have!
kirsten Reid
supported this idea
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208 votes
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.
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
·
An error occurred while saving the comment kirsten Reid
commented
A must have!!!
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32 votes
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
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203 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
An error occurred while saving the comment kirsten Reid
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Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
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6 votes
An error occurred while saving the comment kirsten Reid
commented
Users: Please also vote for this Idea to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
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4 votes
An error occurred while saving the comment kirsten Reid
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Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
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51 votes
An error occurred while saving the comment kirsten Reid
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Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
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29 votes
An error occurred while saving the comment kirsten Reid
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Reporting - Budgets by tracking category to integrate with master overall budget
kirsten Reid
supported this idea
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159 votes
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…
kirsten Reid
supported this idea
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An error occurred while saving the comment kirsten Reid
commented
This is crucial. Why set up tracking categories e.g. Deprtments if we can't get Budget v Actuals to monitor them!? e.g. Staff wages costs by Dept as set up within Xero Payroll. Many thanks for your urgent attention to this
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The ability to MATCH PO's to an Invoice emailed INto Xero is a NO BRAINER! Please Xero this is a basic function no?