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4 votes
Kate Malcolm
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22 votes
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
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7 votesKate Malcolm
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54 votesKate Malcolm
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25 votesKate Malcolm
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7 votesKate Malcolm
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409 votes
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
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7 votesKate Malcolm
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200 votesKate Malcolm
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39 votesKate Malcolm
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10 votes
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.
Kate Malcolm
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20 votesKate Malcolm
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15 votesKate Malcolm
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206 votesKate Malcolm
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48 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Kate Malcolm
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37 votesKate Malcolm
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14 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 Kate Malcolm
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436 votesKate Malcolm
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51 votesKate Malcolm
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5 votesKate Malcolm
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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.