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  1. Reporting: Budget - Add Budgets for Balance Sheet accounts

    225 votes

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    86 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.

    We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.

    Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.

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    Daniel Doulton commented  · 

    If you want to manage to cash (not P&L), this is critical. We have regular large CapEx spend items that suck the life out of our cash budgeting (and it often comes in different schedules than originally budgeted, etc...).

    Why can't we see a cash view which after all is THE MOST IMPORTANT aspect of managing a small business. Not P&L which is an accounting view - nice and all, but won't stop you failing.

    Daniel Doulton supported this idea  · 

  2. Xero Expenses - Email to create expenses

    94 votes

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    31 comments  ·  Payroll & expenses » Expense claims  ·  Admin →
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    Not in pipeline  ·  AdminSophie Lewis (Admin, Xero) responded

    Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.

    Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.

    We’ll continue to monitor the support for this idea and will keep you updated with any future changes.

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    Daniel Doulton commented  · 

    Many services automatically mail your expense to your chosen app/system - eg Uber, Lyft, Stripe etc…

    Xero needs to implement this to streamline expense operations. Expensify and others already support this (from 2+ years ago).

    Please prioritise this - more automation = less errors = less time on non-critical business tasks
    Don’t become a friction point in our businesses.

    And AI will soon do all this and who cares which system you’re on.

    Daniel Doulton supported this idea  ·