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  1. 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.

    Richard Kapelko supported this idea  · 

  2. Reporting | Budget Manager - Customise report layout

    230 votes

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    117 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.

    Richard Kapelko supported this idea  · 

  3. Projects | Notification - Reaching budget alert

    11 votes

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    submitted  ·  1 comment  ·  Projects & tracking » Projects  ·  Admin →
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    Richard Kapelko supported this idea  · 

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

    70 votes

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    16 comments  ·  Projects & tracking » Projects  ·  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  ·