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  1. 4 votes

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    Kate Malcolm supported this idea  · 
  2. 22 votes

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    Appreciate where you're coming from with this idea, Kirsty. 

    Right now you could create a Contact Group, and have each related contact assigned to that contact group. Get what you're saying with the efficiency when having most of the same details - for now perhaps importing via csv would help create these in less time. 

    We also have an idea for the ability to copy a contact, and another for contact group statements that you might like to join and follow. 

    We'll start to get a feel of the interest for this type of feature here, and I'll let you know if there's any change planned. 

    Kate Malcolm supported this idea  · 
  3. 10 votes

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    Kate Malcolm supported this idea  · 
  4. 63 votes

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    Kate Malcolm supported this idea  · 
  5. 30 votes

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    Kate Malcolm supported this idea  · 
  6. 7 votes

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    Kate Malcolm supported this idea  · 
  7. 422 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    Kate Malcolm supported this idea  · 
  8. 7 votes

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    Kate Malcolm supported this idea  · 
  9. 203 votes

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    Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.

    The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.

    I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.

    Please keep the ideas and feedback coming to show your support for this idea. 

    Kate Malcolm supported this idea  · 
  10. 40 votes

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    Kate Malcolm supported this idea  · 
  11. 10 votes

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    Kate Malcolm supported this idea  · 
  12. 20 votes

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    Kate Malcolm supported this idea  · 
  13. 15 votes

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    Kate Malcolm supported this idea  · 
  14. 208 votes

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    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

    Kate Malcolm supported this idea  · 
  15. 49 votes

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    Kate Malcolm supported this idea  · 
  16. 38 votes

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    Kate Malcolm supported this idea  · 
  17. 14 votes

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    An error occurred while saving the comment
    Kate Malcolm commented  · 

    Number of Periods is limited to 24 months. This does not suit business operations that need to do 3 and 5 year budgets.
    Tried your suggestion of formatting dates on import file and still restricted to 24 months.
    Please amend this and make it unlimited period.

    Kate Malcolm supported this idea  · 
  18. 440 votes

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    Kate Malcolm supported this idea  · 
  19. 51 votes

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    Kate Malcolm supported this idea  · 
  20. 5 votes

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    Kate Malcolm supported this idea  · 
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