Settings and activity
6 results found
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96 votes
Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.
We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.
Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊
I'll keep you updated of news for this, here.
Joe Konynenburg
supported this idea
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35 votes
Hi all, we appreciate you describing how notes could support reviews and board discussions. Budgets in Analytics that's currently in early access release provides event descriptions and a history of adjustments, adding context to changes made during planning.
However, currently it doesn’t provide a free-form note on each budget line or cell. This is something we'd like to continue tracking interest from our communiy in, here.
An error occurred while saving the comment Joe Konynenburg
supported this idea
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25 votes
Hi everyone, thanks for your engagement here. We understand the time involved in recreating budgets each year.
Our new Analytics Budgets makes it easier to create budgets from actuals, it supports multiple budgets, and there is the option to extend the budget period up to 5 years.
Being able to directly copy or transfer from one budget to another isn’t currently available. Import and export work is part of the future direction, and we’ll be sure to update here if there's any news around this, for you all.
Joe Konynenburg
supported this idea
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An error occurred while saving the comment Joe Konynenburg
commented
Agreed that a simple COPY BUDGET option would be much simpler that the current EXPORT / IMPORT process.
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17 votesJoe Konynenburg
supported this idea
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156 votes
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
An error occurred while saving the comment 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
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14 votes
Hi community, as mentioned in my last update creating groups may be an options for some. However, thank you for the additional feedback here of where this isn't suitable and your needs in being able to insert blank rows.
While this isn't on our teams roadmap at this time, we're continuing to keep a watch on the interest here and will share if there are further updates. Thanks
An error occurred while saving the comment 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
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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