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  1. Analytics - Filter by tracking category

    15 votes

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    submitted  ·  3 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    Laura Rous commented  · 

    Xero Analytics Dashboard - Filter by Tracking Categories

    The ability to filter Analytics dashboards (ideally the whole dashboard, or individual widgets) by tracking category.

    Purpose:
    • View performance of each category through the same set of graphs
    • Compare categories side by side over chosen time periods

    This would make Analytics much more useful for businesses that segment results using tracking categories.

    Laura Rous supported this idea  · 

  2. Batch Payment - Payment File format compatible with Barclays

    29 votes

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    submitted  ·  13 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Laura Rous supported this idea  · 

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

    175 votes

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

    Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.

    We understand the appetite here and will continue to review this idea in future planning.

    If there are any changes we'll let you know here.

    For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.

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    Laura Rous commented  · 

    Yes - please can this be a priority