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  1. 83 votes

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    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. 26 votes

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     ·  3 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. 19 votes

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     ·  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. 14 votes

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     ·  3 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Joe Konynenburg supported this idea  · 
  5. 7 votes

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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

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    Joe Konynenburg commented  · 

    This should be a general functionality for ALL "Pay Items", and it should include the ability to allocate to ASSET accounts as well.

    We do some internal rebilling of salaries within our organsiation and it would be much easier for us if we could designate specific pay item codes to go to specific asset (contra/recovery) accounts.

    Joe Konynenburg supported this idea  · 
  6. 146 votes

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    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  · 
  7. 11 votes

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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  · 
  8. 987 votes

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    Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.

    As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.

    This is just the initial stages of diving deeper into this work, but steering in the right direction.

    I'll be sure to share any progression around attachments within payroll with you all, here.

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    Joe Konynenburg commented  · 

    It would be hard to overstate how beneficial and helpful this would be for users.
    It keeps all their stuff together and accessible in Xero - which is how you got us excited about the rest of the app in the first place.

    This saves us having to have external solution providers or unwieldy off-line or paper based systems, and it keeps us locked into the Xero eco-system.

    The Notes section has nothing to do with STP2 and this could have been easily resolved by now given Xero's expertise and online digital storage.

    The delay is a lost opportunity - ignoring your higher value (payroll) customers in favour of third-party app connectors...

    Joe Konynenburg supported this idea  ·