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4 results found

  1. Gift Aid - Option to automatically claim Gift Aid

    14 votes

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Shepherd-Cross commented  · 

    We have exactly the same issue. This feature which merely sets out all the inforamtion already stored in Xero would be most useful.

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

    159 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…

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    David Shepherd-Cross commented  · 

    I agree this would be very useful, rather than using overall figures.

    David Shepherd-Cross supported this idea  · 

  3. Budget - Enter budget as a yearly option

    38 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Shepherd-Cross commented  · 

    We are a charity running a Music Festival evey year in the last week in July. Monthly budgets are meaningless to us. When I was deciding to use Xero I was comparing to Kashflow who don't run a budget programme. I chose xero without realising that your programme doesn't suit our purposes. Surely installing an annual alternative should be relatively easy?

    David Shepherd-Cross supported this idea  · 

  4. Tracking categories - Spread costs across tracking categories

    7 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    David Shepherd-Cross shared this idea  ·