Settings and activity
4 results found
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278 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
Helena Spinks
supported this idea
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19 votes
Hi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
An error occurred while saving the comment Helena Spinks
supported this idea
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25 votes
An error occurred while saving the comment Helena Spinks
commented
We need the ability to import budgets based on tracking category. Ideally we would be able to upload one budget, broken down by nominal code and tracking category. Trying to get monthly reports against departmental budgets at the moment means that individual departments budgets had to be entered into Xero and then each month reports run by individual departments. When you have 8 organisations and multiple departments this means we are running about 50 reports every month just to get actuals against budget. Then you can't even see them on a consolidated report without also uploading an overall budget. Being able to budget by tracking category properly would save so much time!
Helena Spinks
supported this idea
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79 votes
Hi everyone, we hear how manual communication to the right person about which bills need their attention can be time-consuming, especially as teams grow.
We’re pleased to let you know that we’re developing a bill approval workflow in Xero. It’ll let admins choose named approvers and set routing rules, so bills can be automatically directed to the right person (rather than relying on inboxes, spreadsheets or verbal follow-up).
Approvers will be able to see the bills waiting for them in Xero and receive an email when their step becomes active, making ownership clearer while keeping the bill, approval decision and history together in one place. You can find more detail in our bill approvals update on The Long and Short of It 😊 - We’ll share more as this feature lands!
An error occurred while saving the comment Helena Spinks
commented
This would be very useful- we are new to Xero and were hoping that functionality like this would be included. If not our bill approval is very manual.
Helena Spinks
supported this idea
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We need the ability to import budgets based on tracking category. Ideally we would be able to upload one budget, broken down by nominal code and tracking category. Trying to get monthly reports against departmental budgets at the moment means that individual departments budgets had to be entered into Xero and then each month reports run by individual departments. When you have 8 organisations and multiple departments this means we are running about 50 reports every month just to get actuals against budget. Then you can't even see them on a consolidated report without also uploading an overall budget. Being able to budget by tracking category properly would save so much time!