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6 results found

  1. Profit & Loss Report - compare tracking categories

    46 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Elsey commented  · 

    Have a look at https://xpna.co - you can build hierarchies out of tracking category options, and group them according to your needs (all / some / one), then run tracking category P&L reports and even Balance Sheets.

    So you can build job profitability reports, or grant acquittal reports for NFP if that's what your business needs.

  2. Current financial year by month – actual and budget

    12 votes

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    8 comments  ·  For small businesses » Business features  ·  Admin →
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    David Elsey commented  · 

    A report template for exactly this is available in https://xpna.co

    Oh, and if you're budgeting at tracking category level, we automatically consolidate tracking option budgets into an overall - so they will always tie!

    Making updates is waaay faster too.

    Start a free 15 day trial, or reach out for a personalised demo.

  3. Profit and Loss - Filter tracking category by actual and budget

    46 votes

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    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Elsey commented  · 

    Have a look at https://xpna.co - you can group tracking categories into a customised hierarchy for reporting budgets and actuals. And tracking category budgets automatically consolidate into an overall budget.

    Reach out for a personalised demo, or start a 15-day free trial.

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

    142 votes

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    submitted  ·  60 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Elsey commented  · 

    Have a look at https://xpna.co

    Tracking category budgets roll up automatically into the overall budget, and you can make top-down / bottom-up / driver-based changes easily.

    It also allows for custom hierarchies within tracking categories, so you can consolidate and report on multiple tracking categories at once.

    Start a 15-day free trial, or reach out for a personalised demo.

  5. Reporting | Budget Manager - Customise report layout

    155 votes

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    submitted  ·  82 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Elsey commented  · 

    Have a look at https://xpna.co - top-down / bottom-up / driver-based budgets are easy to build, and automatically consolidate tracking categories into overall budgets. And you can report on them in exactly the format you need.

    Multi-entity is also supported, so you can budget entities individually, and get a consol budget for the group.

  6. Reporting - Ability to consolidate multiple Xero organisations

    210 votes

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    submitted  ·  79 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Elsey commented  · 

    Have a look at https://xpna.co - consolidate as many Xero files as you need, automated eliminations, multi-currency etc etc.

    You can trial it for 15 days for free.