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4 results found

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

    142 votes

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    submitted  ·  60 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bethany Haughey commented  · 

    There is a risk of errors where I need to upload budgets per tracking category and then another budget which sums them all together for an overall budget. I have no way of checking that the tracking category budgets actually total the overall budget total. It also means I have the data in the system twice - once in the tracking category budget and then again as part of the overall budget. This is messy !

    Bethany Haughey supported this idea  · 

  2. Budget Variance Consolidated Report - Option to customise date range

    4 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bethany Haughey supported this idea  · 

  3. Cash flow - add invoice or bill number to "What" description

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bethany Haughey shared this idea  · 

  4. Xero Analytics Plus | STCF - Options to export

    57 votes

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    27 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Bethany Haughey commented  · 

    I want to be able to export the money in and money out data in the short term cashflow into Excel, maybe one tab for money in and another for money out. This will make it fair easier for me to be able to see any potential duplicates, for example where I have manually added an item ahead of a bill being received from the supplier.

    Bethany Haughey supported this idea  ·