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← Share and support customer ideas for Xero

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4 results found

  1. Gift Aid - Option to automatically claim Gift Aid

    24 votes

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    submitted  ·  12 comments  ·  Contacts & documents » Contact  ·  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

    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.

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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

    66 votes

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

    Hey team, thanks for all your feedback it clearly explains why monthly entry can be a poor fit for organisations that plan annually.

    Our new Budgets experience is in early access, and supports defined start and end dates and longer planning horizons. While annual target entry and automatic spreading across months aren't within the initial release, we have plans for adding more complex formulas for adjustments and populating your budget values. I'll come back to share more as this work progresses.

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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

    15 votes

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    submitted  ·  4 comments  ·  Projects & tracking » Tracking categories  ·  Admin →
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    David Shepherd-Cross shared this idea  ·