Skip to content
← Share and support customer ideas for Xero

Settings and activity

6 results found

  1. Profit & Loss Report - compare tracking categories

    45 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    11 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

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

    47 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

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

    145 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  61 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

  5. Reporting | Budget Manager - Customise report layout

    160 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  84 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

  6. Reporting - Ability to consolidate multiple Xero organisations

    213 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  79 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.