Settings and activity
7 results found
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83 votes
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
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27 votes
An error occurred while saving the comment Joe Konynenburg
supported this idea
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20 votesJoe 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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14 votesJoe Konynenburg
supported this idea
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149 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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12 votes
Hi Karen, could you edit the report to create groups that would show this separation?
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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1,001 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
An error occurred while saving the comment 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
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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