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

    160 votes

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    68 comments  ·  For small businesses » Accounting features  ·  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…

    Richard Kapelko supported this idea  · 

  2. Reporting | Budget Manager - Customise report layout

    211 votes

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    113 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

    Richard Kapelko supported this idea  · 

  3. Projects | Notification - Reaching budget alert

    7 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Richard Kapelko supported this idea  · 

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

    50 votes

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Richard Kapelko commented  · 

    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

    Richard Kapelko supported this idea  ·