Settings and activity
3 results found
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25 votes
Sally Adelman
supported this idea
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31 votes
Sally Adelman
supported this idea
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80 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
Sally Adelman
supported this idea
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This is vital for us to be able to reconcile Xero to our donor system. I didn't find the suggestion easily though, and support hadn't either. Is it possible to change the title to something a bit more simple like "Account Transaction report - include contact account number in column dropdown". I think that says enough