Settings and activity
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36 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
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Ricky Singh
supported this idea
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62 votes
An error occurred while saving the comment Ricky Singh
commented
It looks like this has been something that was on the radar years ago. It would be great to get an update here - if it's not happening, just tell us!
Ricky Singh
supported this idea
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I think it is absolutely critical that if Xero has a Projects module that there be a way to check actuals vs budget for each project. This will allow the business to better understand:
- their results
- their budget accuracy (and improvements required to that process)
- red flags for any problem areas (potential discussions with a client)
Futher, having budgets the system would allow for:
- quicker, more accurate reporting
- smoother budget adjustment process (ensuring the budget is always up to date)
- an ability to upload the budget via upload form - resulting in less manual updates, less errors, more accurate budget
This idea was shared in January 2023 - is there an update from Xero as to when this might be rolled out?