Settings and activity
46 results found
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173 votes
Hi everyone, we appreciate your recent feedback and reinforcing the importance of attaching documents to employee records in UK Payroll. We understand how the recent capability released in AU would also be valuable to other regions workflows.
We're in the process of reviewing the full payroll experience for our UK customers, and this idea will be considered as part of that broader piece of work. While it isn’t on our immediate roadmap right now, it is formally on our radar as we plan future payroll updates.
We’ll share another update here when we have more news on our plans.
Jignesh Buddh
supported this idea
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Jignesh Buddh
shared this idea
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53 votes
Hi community, we recognise it's been some time since our last update on this idea and apologise for the delay in coming back here.
After our last post, priorities for the team did pivot and work for showing current VAT liability was put on hold.
While not actively underway atm, we have intentions of surfacing an organisation's VAT liability total on the dashboard on our longer terms roadmap. While we'll move this idea to Accepted for now, as soon as there is movement we'll be back to update you again. Thanks
Jignesh Buddh
supported this idea
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175 votes
Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.
We understand the appetite here and will continue to review this idea in future planning.
If there are any changes we'll let you know here.
For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.
Jignesh Buddh
supported this idea
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40 votes
Hi all, we understand why seeing annual budget figures in the Account Watchlist would make monitoring easier. We're rolling out new Analytics Budgets that's currently in early access. This new solution doesn't feed into the watchlist just yet. However, this is something we have plans for and will keep you updated of progress here.
Jignesh Buddh
supported this idea
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10 votes
Hi community, thanks for your inputs here. We understand why having annual budget figures close to the day-to-day homepage view matters. We've now launched Analytics Budgets which is in early access. While these figures don't feed into the accounts watchlist on the Hompeage at this point we'll be looking to sync to this widget as the experience grows and will keep your feedback in mind when this gets picked up. I'll be sure to share any updates here.
Jignesh Buddh
supported this idea
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96 votes
Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.
We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.
Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊
I'll keep you updated of news for this, here.
Jignesh Buddh
supported this idea
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66 votes
Hey team, thanks for all your feedback it clearly explains why monthly entry can be a poor fit for organisations that plan annually.
Our new Budgets experience is in early access, and supports defined start and end dates and longer planning horizons. While annual target entry and automatic spreading across months aren't within the initial release, we have plans for adding more complex formulas for adjustments and populating your budget values. I'll come back to share more as this work progresses.
Jignesh Buddh
supported this idea
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25 votes
Hi everyone, thanks for your engagement here. We understand the time involved in recreating budgets each year.
Our new Analytics Budgets makes it easier to create budgets from actuals, it supports multiple budgets, and there is the option to extend the budget period up to 5 years.
Being able to directly copy or transfer from one budget to another isn’t currently available. Import and export work is part of the future direction, and we’ll be sure to update here if there's any news around this, for you all.
Jignesh Buddh
supported this idea
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35 votes
Hi all, we appreciate you describing how notes could support reviews and board discussions. Budgets in Analytics that's currently in early access release provides event descriptions and a history of adjustments, adding context to changes made during planning.
However, currently it doesn’t provide a free-form note on each budget line or cell. This is something we'd like to continue tracking interest from our communiy in, here.
Jignesh Buddh
supported this idea
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7 votesJignesh Buddh
supported this idea
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13 votes
Hi team, we appreciate the appetite in formula driven budgets, to help reduce manual work. Recently, we released Analytics Budgets that's currently in early access. This new experience introduces suggested and event based adjustments, including percentage changes, giving you more flexible ways to model change.
While linking of lines and accounts within a budget isn't currently possible, this is something we're exploring as a future enhancement. I'll keep you updated of any news for this here.
Jignesh Buddh
supported this idea
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28 votes
Hi community, we appreciate hearing how focused reports without unrelated accounts would be useful for different budget owners.
We've recently released early access of our new Budgets experience, that brings a more flexible grid and filters.
That said, it doesn’t currently provide a way to hide selected accounts from budget reports. We’ll keep listening to feedback here for future reporting and permissions improvements.
Jignesh Buddh
supported this idea
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10 votes
Hi everyone, we appreciate you explaining why archived tracking categories can make historical budgets difficult to manage. We've released new Budgets in Analytics which is currently in early access. This new experience supports tracking category filters, but we want to be upfront that it doesn’t include an archive workflow for budgets linked to retired tracking options. We’ll continue to capture this feedback as the budgeting experience develops.
Jignesh Buddh
supported this idea
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22 votes
Hi all, thanks for calling out how much scrolling is involved when reviewing a full-year budget. The new Budgets experience provides a spreadsheet-style grid, inline editing, autosave and flexible start and end dates.
It’s a stronger foundation for working with budgets, although showing all 12 months and the total in one view isn’t something we've been able to work into this new experience, we’ll keep this feedback in view as the experience evolves.
Jignesh Buddh
supported this idea
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51 votes
Hi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
Jignesh Buddh
supported this idea
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13 votesJignesh Buddh
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31 votesJignesh Buddh
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336 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
Jignesh Buddh
supported this idea
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349 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Jignesh Buddh
supported this idea
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