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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…

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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

    78 votes

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    42 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  ·