Settings and activity

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

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   submitted  ·  66 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Richard Kapelko supported this idea  ·  04 March, 2024

2. Reporting | Budget Manager - Customise report layout

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   submitted  ·  111 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Richard Kapelko supported this idea  ·  04 March, 2024

3. Projects | Notification - Reaching budget alert

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Richard Kapelko supported this idea  ·  04 March, 2024

4. Projects - Ability to add a budget that integrates with the overall budget

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

   Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now. 

   We'll track the interest of this here. 

   An error occurred while saving the comment
   Richard Kapelko commented  ·  04 March, 2024  ·  Edit…  ·  delete…

   Has anyone found a solution to this yet using a plugin or anything else?

   I need to have the following:

   1) Sales Create Budget using specific Project only cost codes we always spend on.
   2) Project Manager Creates a Forecast against each of these cost codes.
   3) End of Project we can evaluate Projects performance

   Save Submitting...
   Richard Kapelko supported this idea  ·  04 March, 2024