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6 results found

  1. Reporting - Custom Complex Formulas

    12 votes

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    submitted  ·  6 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Laura Devenney supported this idea  · 

  2. Budget - Select multiple tracking options when creating budget

    20 votes

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    6 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we recognise how complex budgeting can become across departments, and different areas of a business. We have a new Budgets experience available with Xero Analytics that supports tracking category filters and can populate a budget from actuals for a selected tracking category. At this stage, selecting multiple options within a category in one budget hasn't been developed. We're keen to continue to gather interst in this idea as we grow out this experience.

    Laura Devenney supported this idea  · 

  3. Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss

    53 votes

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    submitted  ·  9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Laura Devenney supported this idea  · 

  4. Foreign currency budget report

    8 votes

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    1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we understand why planning and reporting in a foreign currency is important for businesses that deal in multiple currencies.

    Since this request was first raised we have introduced a new Budget Variance report in which you can convert report results to a selected foreign currency, which may help with reporting.

    We want to be transparent here that creating and maintaining a budget itself in that currency isn’t in our current plans, however we'll continue tracking interest of this here.

    Laura Devenney supported this idea  · 

  5. Budget Reports - Ability hide selected accounts

    28 votes

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    4 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate hearing how focused reports without unrelated accounts would be useful for different budget owners.

    We've recently released early access of our new Budgets experience, that brings a more flexible grid and filters.

    That said, it doesn’t currently provide a way to hide selected accounts from budget reports. We’ll keep listening to feedback here for future reporting and permissions improvements.

    Laura Devenney supported this idea  · 

  6. Reporting | Budget Manager - Customise report layout

    230 votes

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

    Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.

    Laura Devenney supported this idea  ·