Settings and activity
4 results found
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292 votes
Hi team, we're pleased to share that this work is now underway.
Our intention is to allow you to associate a contact per line in a manual journal.
We appreciate there is a lot of interest in progress for this feature and I'll be back to share as soon as we have more news to update you on, here.
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Alisdair Macleod
supported this idea
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165 votes
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…
An error occurred while saving the comment Alisdair Macleod
commented
Budgets by tracking category simply are not practical without this. There has to be functionality to roll up budgets.
Alisdair Macleod
supported this idea
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13 votesAlisdair Macleod
supported this idea
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83 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
An error occurred while saving the comment Alisdair Macleod
commented
Very inefficient - even if you cannot have an option, surely the default should be to sort by account code and not description.
Alisdair Macleod
supported this idea
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This is important for our organisation that is tracking grants made to individuals. In some cases the organisation acquires an item for the individual. At the moment, reporting by contact will not pick this up. I wanted to do a journal to assign this expense to the individual but can now see that the contact field is not available on the journal. This is a problem for us.