Settings and activity
91 results found
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66 votes
Hey team, thanks for all your feedback it clearly explains why monthly entry can be a poor fit for organisations that plan annually.
Our new Budgets experience is in early access, and supports defined start and end dates and longer planning horizons. While annual target entry and automatic spreading across months aren't within the initial release, we have plans for adding more complex formulas for adjustments and populating your budget values. I'll come back to share more as this work progresses.
Lezelle Laubscher
supported this idea
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13 votes
Hi team, we appreciate the appetite in formula driven budgets, to help reduce manual work. Recently, we released Analytics Budgets that's currently in early access. This new experience introduces suggested and event based adjustments, including percentage changes, giving you more flexible ways to model change.
While linking of lines and accounts within a budget isn't currently possible, this is something we're exploring as a future enhancement. I'll keep you updated of any news for this here.
Lezelle Laubscher
supported this idea
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25 votes
Hi everyone, thanks for your engagement here. We understand the time involved in recreating budgets each year.
Our new Analytics Budgets makes it easier to create budgets from actuals, it supports multiple budgets, and there is the option to extend the budget period up to 5 years.
Being able to directly copy or transfer from one budget to another isn’t currently available. Import and export work is part of the future direction, and we’ll be sure to update here if there's any news around this, for you all.
Lezelle Laubscher
supported this idea
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7 votesLezelle Laubscher
supported this idea
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28 votes
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.
Lezelle Laubscher
supported this idea
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20 votes
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.
Lezelle Laubscher
supported this idea
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135 votes
Hi Roger, thanks for the feedback on this idea. it’s clear that seeing the number of days overdue directly on the Send Statements screen would make it easier to prioritise follow-ups without interrupting your workflow.
At the moment, the Date and Due Date of each outstanding invoice are already displayed on the Send Statement screen, but having the actual days overdue visible would give immediate context and help you act faster when sending statements.
We have now move this idea to Gaining Support, which means it’s open for votes and comments. Hearing from the community will help our product teams understand how much value this visibility would add across different workflows.
Lezelle Laubscher
supported this idea
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70 votes
Thanks for sharing your feedback on the new navigation experience, Hilary.It's great to hear our customers are familiarising themselves with the new layout.
We've reviewed your idea and now it's up to the community to get behind and support it. Our product team are paying close attention to the ideas and feedback we are receiving on this, and we'll continue to track the interest closely.
Lezelle Laubscher
supported this idea
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20 votes
Hi Karlee, thanks for sharing this idea.
We've now reviewed your idea and it's up to the community to get behind and support it.
Make sure you share your idea with any colleagues that could benefit from the warning/ pop up notification on unsaved conversion balances before they navigate away so they can add their vote too!
Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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27 votes
"Thanks for the suggestion! We’ve reviewed your idea, and it is now ready for community voting. To help move this forward, please share it with your colleagues so they can add their support. The comments section is also open for other users to share specifically how this feature would help them."
Lezelle Laubscher
supported this idea
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11 votes
✨ Hi everyone,
Thanks for bringing this idea to us and for sharing how being able to move an estimated expense to an actual expense, while updating the final cost, could save time when working in Projects.
We've reviewed your idea and moved it to Gaining Support, so it's now open for other community members to vote on and add comments.
The extra detail shared here helps our product team better understand the impact this could have on your workflow, and we'll be sure to update this thread if there's any progress to share.
Lezelle Laubscher
supported this idea
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19 votes
Thanks for sharing your idea about Project hours integrating with Gusto payroll.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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34 votes
Thanks for sharing this idea. We’re going to move it to Gaining Support so we can better understand how much interest there is from others who would also find this useful. If this is something more customers would value, that support will help show the demand for adding a project start date and allowing projects to be sorted by date rather than name 🙂.
Lezelle Laubscher
supported this idea
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30 votes
Hey all, unfortunately there's no news to share on this request at the moment.
Please make sure to share this idea with any colleagues that could benefit from this, so they can add their votes and comments too.
Lezelle Laubscher
supported this idea
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23 votes
Thanks for the engagement here everyone, appreciate the feedback.We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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37 votes
Hi Amy! appreciate you raising this here. We appreciate the need for having a due date or deadline on a task . While this feature is currently unavailable in Xero, we'll open this idea up for the community to add their votes. Cheers
Lezelle Laubscher
supported this idea
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621 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Lezelle Laubscher
supported this idea
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51 votes
Hi Dominik, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to add a tracking category option on the transfer when reconciling your bank accounts, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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85 votes
Hi team, thanks for your engagement and support on this idea. We appreciate the need to have account codes allocated to projects. We will open this idea up for the community to add their votes/support on it. Feel free to share this with your peers and others who may find this feature beneficial. Cheers!
Lezelle Laubscher
supported this idea
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37 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lezelle Laubscher
supported this idea
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