Settings and activity

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1. Report preferences - Ability to set Comparison periods

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   6 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Great to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks! 

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   Karen Fleming commented  ·  14 August, 2023  ·  Edit…  ·  delete…

   We would like the ability to prepare budgets based on quarterly reporting, but enable a comparison of the quarter to date actuals to the quarterly budget

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   Karen Fleming supported this idea  ·  14 August, 2023

2. Profit and Loss - Filter tracking category by actual and budget

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   submitted  ·  13 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Karen Fleming supported this idea  ·  14 August, 2023

3. Reporting - Budgets by tracking category to integrate with master overall budget

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

   Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.

   As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.

   While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of it.

   We’ll be sure to post an update here if our position for this idea changes.

   Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.

   As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.

   While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of… more

   Karen Fleming supported this idea  ·  14 August, 2023