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

    154 votes

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    submitted  ·  64 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Joanna Rees commented  · 

    We just moved from QB to Xero as the former lacks custom reporting but I feel like we may actually have gone backwards as I'm having to spend so much time reconciling the sum of tracking budgets to departmental budgets - rolled up budgets should be standard functionality.

    Joanna Rees supported this idea  · 

  2. Expenses - Multiple levels of approval

    75 votes

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero. 

    We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂

    Joanna Rees supported this idea  · 

  3. Reporting - Create folders to manage reports (Custom, Published and Archived)

    34 votes

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    20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the example, Shellee! That's a good few departments 😮


    There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 


    We'll begin tracking support in this here. 

    Joanna Rees supported this idea  ·