Settings and activity
7 results found
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535 votes
Hi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on
David Elsey
supported this idea
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48 votes
An error occurred while saving the comment -
16 votes
An error occurred while saving the comment 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.
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51 votes
An error occurred while saving the comment 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.
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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…
An error occurred while saving the comment 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.
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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 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.
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238 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
An error occurred while saving the comment 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.
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.