Settings and activity

72 results found

1. History & notes - edit a note

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   submitted  ·  4 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Yvette King supported this idea  ·  23 February, 2026

2. History and notes report - Ability to search results by contact

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   submitted  ·  4 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Yvette King supported this idea  ·  23 February, 2026

3. History & Notes - Include deleted statement lines in the History and Notes report

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   submitted  ·  2 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Yvette King supported this idea  ·  23 February, 2026

4. History & Notes - Enhance visibility of notes

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   submitted  ·  3 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Yvette King supported this idea  ·  23 February, 2026

5. New Invoicing | Attachments - Record Actions in History and Notes

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   submitted  ·  5 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Yvette King supported this idea  ·  23 February, 2026

6. History & Notes - Full detail of action

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   submitted  ·  5 comments  ·  Reports & tax » History & notes  ·  delete…  ·  Admin →
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   Yvette King supported this idea  ·  23 February, 2026

7. Clients - Copy address to Street/Postal

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   2 comments  ·  Practice tools » Clients  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks

   Yvette King supported this idea  ·  23 February, 2026

8. Reporting - Budgets by tracking category to integrate with master overall budget

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   68 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 it.

   We’ll be sure to post an update here if our position for this idea changes.

   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… more

   Yvette King supported this idea  ·  23 February, 2026

9. Budget variance - Ability to show net and gross figures

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   submitted  ·  0 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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   Yvette King supported this idea  ·  23 February, 2026

10. Budget | Export - Separate column for Account Code

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    submitted  ·  3 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

11. Budget Manager: Support for 13 period accounting

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    submitted  ·  2 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

12. Budget manager - Ability to extend periods by more than 12 months

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    8 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 🙂

    Yvette King supported this idea  ·  23 February, 2026

13. Budgets - Import Tracking budgets

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    submitted  ·  16 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

14. Business Snapshot - Include budget amount

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    submitted  ·  1 comment  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

15. Budget Manager - Use last years actuals

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    submitted  ·  0 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

16. Dashboard | Account Watchlist - View annual budget figures

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    submitted  ·  3 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

17. Budget - Ability to lock a budget

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    submitted  ·  0 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

18. Budget - Attach file

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    submitted  ·  1 comment  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

19. Budgets - Calculate as a % of another line

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    submitted  ·  0 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Yvette King supported this idea  ·  23 February, 2026

20. Budgets - Order by GL account number

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    25 comments  ·  Reports & tax » Budgets  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Yvette King supported this idea  ·  23 February, 2026