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6 results found

  1. Budgets - Order by GL account number

    95 votes

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    26 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Joe Konynenburg supported this idea  · 

  2. Budget Manager - Ability to add Notes

    35 votes

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    submitted  ·  5 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Joe Konynenburg commented  · 

    Notes would be one option but even a single note cell per budget line would be useful, even if it was only accessible via the Excel export

    Joe Konynenburg supported this idea  · 

  3. Budget Manager- Ability to transfer the data from one budget to another

    25 votes

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    submitted  ·  2 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Joe Konynenburg supported this idea  · 
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    Joe Konynenburg commented  · 

    Agreed that a simple COPY BUDGET option would be much simpler that the current EXPORT / IMPORT process.

  4. Budget | Export - Separate column for Account Code

    17 votes

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    submitted  ·  4 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Joe Konynenburg supported this idea  · 

  5. Reporting - Add Client's logo

    155 votes

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    54 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.

    Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.

    We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks

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    Joe Konynenburg commented  · 

    This feature is also important for local Xero users in theior own businesses to have an option to include logos on the key financial reports.

    Joe Konynenburg supported this idea  · 

  6. Financial reports - Insert blank rows

    14 votes

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Joe Konynenburg commented  · 

    Grouping is useful for separating groups and adding headings, but is doesn't really allow any visual spacing between sections.

    I strongly agree that a "blank" option on the rows dropdown on the layout designer would be fantastic - and would increase our chances of being able to develop and produce "distribution-ready" accounting reports straight from Xero.

    The same option could also actually serve for additional text or explanatory subheadings as required - just leave it blank if you want a blank line or add text if you want some other other note. In that scenario, bold and italic checkboxes would also be great.

    Joe Konynenburg supported this idea  ·