Settings and activity

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1. Reporting | Budget Manager - Customise report layout

   135 votes

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   submitted  ·  67 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Michelle Black commented  ·  22 November, 2023  ·  Edit…  ·  delete…

   Really need to be able to budget for non P&L items like loan repayments and asset purchases/sales. Reaaly needs to be able to flow through to a cashflow format, as well as the basic P&L

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   Michelle Black supported this idea  ·  22 November, 2023

2. Budget manager - Ability to extend periods by more than 12 months

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

   Appreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods. 

   You'll just need to make sure to format the dates in your import file - more on this here.

   If you'd like a practice run, try it in the demo company before importing into your own org 🙂

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   Michelle Black commented  ·  22 November, 2023  ·  Edit…  ·  delete…

   Also, many financial institutions would like to see a 5 year budget these days

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   Michelle Black supported this idea  ·  22 November, 2023

3. Report's - GST Audit report, option to print PDF version by Account number

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   19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Michelle Black commented  ·  10 August, 2023  ·  Edit…  ·  delete…

   Definately need to be able to review a GST return by account

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