Settings and activity

4 results found

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

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   submitted  ·  13 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Kate May supported this idea  ·  02 October, 2024

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

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   submitted  ·  62 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Kate May supported this idea  ·  02 October, 2024

3. Budget - Select multiple tracking options when creating budget

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.

   It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.

   Kate May supported this idea  ·  02 October, 2024

4. Contacts - Ability to export/import additional notes

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   submitted  ·  24 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Kate May commented  ·  19 May, 2024  ·  Edit…  ·  delete…

   Gift aid information for contacts is critical for our use case. Contacts is the logical place to put this stuff but I only just realised that we can't update in bulk or pull off notes in bulk which will push us back to separate parallel inefficient records..

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   Kate May supported this idea  ·  19 May, 2024