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3 votes
Laura Devenney
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621 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Laura Devenney
supported this idea
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10 votes
Appreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods.
You'll just need to make sure to format the dates in your import file - more on this here.
If you'd like a practice run, try it in the demo company before importing into your own org 🙂
An error occurred while saving the comment Laura Devenney
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5 votes
Hi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
Laura Devenney
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30 votesLaura Devenney
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4 votesLaura Devenney
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8 votesLaura Devenney
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166 votesLaura Devenney
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It would be great if you could extend the reporting period for a budget to longer than 24 months. I work in animation and many of our budgets extend to more than the current available 24 month period. You would be opening Xero up to an entire new industry if this was an available feature