Settings and activity

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1. Budget - Enter budget as a yearly option

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   submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jacquie Blake commented  ·  31 October, 2024  ·  Edit…  ·  delete…

   We run an outdoor theatre which operates predominantly in the summer so a yearly budget is essential for us. We are also a very small organisation and entering monthly figures is very time consuming.

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   Jacquie Blake supported this idea  ·  31 October, 2024

2. Overall budget report - add annual (and quarterly) total column

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   2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, to get a better understanding of exactly where you're wanting to see these columns can I confirm - would it be the Budget Summary report you're wanting to see this?

   If so, right you could adjust the period option to 12 months for an annual view or 3 months for a quarterly view.

   Jacquie Blake supported this idea  ·  31 October, 2024