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  1. Budget - Attach file

    8 votes

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    1 comment  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Tristan Cornwall shared this idea  · 

  2. Budget Manager - Ability to add Notes

    35 votes

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    5 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we appreciate you describing how notes could support reviews and board discussions. Budgets in Analytics that's currently in early access release provides event descriptions and a history of adjustments, adding context to changes made during planning.

    However, currently it doesn’t provide a free-form note on each budget line or cell. This is something we'd like to continue tracking interest from our communiy in, here.

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    Tristan Cornwall commented  · 

    It would be great to see this to be able to make use of the budget manager feature better

    Tristan Cornwall supported this idea  ·