Settings and activity
8 results found
-
58 votes
An error occurred while saving the comment 
Julie Curnow
supported this idea
·
-
50 votes
Hi everyone, we appreciate you continuing to highlight the impact of rounding on budget accuracy. We want to be upfront that while we've released new Analytics Budgets (currently in early acces), decimal precision isn’t part of this experience right now. This may be something we consider at a later stage but isn't in our short term plans.
If this position changes we will share an update.
An error occurred while saving the comment Julie Curnow
commented
Thanks for your reply Kelly.
I was hoping this would be an easy fix. The rounding causes us no end of problems because our budget workings are prepared in spreadsheets and it is a pain to have every formula modified to the $ as it results in the budget being slightly different to the amount requested. We have 11 departments and each department has its own rounding difference. This year they totalled $134. It's not much in $ but it is a pain that the reports presented to our Board have small inconsistencies. -
225 votes
Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.
We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.
Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.
An error occurred while saving the comment Julie Curnow
commented
A fundamental part of accounting is budgets and to have the P&L without the balance sheet shows a lack of appreciation that Xero is not used by just sole traders, and accounting firms.
Julie Curnow
supported this idea
·
-
97 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Julie Curnow
supported this idea
·
An error occurred while saving the comment Julie Curnow
commented
Income statements, trial balance and balance sheet please
An error occurred while saving the comment Julie Curnow
commented
For us it is the custom income statements where we bring in a range say Employment Costs is accounts starting with the number 4. The report brings them in a strange order. It is not by account code, alphabetically or by amount. We cannot work out the order and we cannot drag and drop the accounts into the order we want. The only work around would be to not use the function "Include Accounts by Code" and bring them in manually. But that means if a new account is created we have to manually drag it into the correct spot.
Thanks in advance -
17 votesJulie Curnow
supported this idea
·
-
230 votes
Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.
An error occurred while saving the comment Julie Curnow
commented
So much manual manipulation for something that should be a standard feature. Xero must think no one has to prepare forecasts.
Julie Curnow
supported this idea
·
-
164 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Julie Curnow
supported this idea
·
-
505 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Julie Curnow
commented
I love Xero but I think their user access is its biggest short coming. User permissions are a fundamental part of any accounts system.
This is one area where I prefer more complexity and choice.
We lose a lot of potential efficiency and effectiveness by not allowing people to do their jobs / duplicating effort so that junior staff don't end up seeing confidential data.Julie Curnow
supported this idea
·
Going to have to manually trawl through our contact export because group is not a reportable field. Sigh.