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62 results found
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8 votes
Yvette King
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12 votesYvette King
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14 votesYvette King
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15 votesYvette King
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23 votesYvette King
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43 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
Yvette King
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175 votes
Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.
We understand the appetite here and will continue to review this idea in future planning.
If there are any changes we'll let you know here.
For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.
Yvette King
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17 votesYvette King
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11 votes
Hey team, we recognise that monthly budgeting doesn’t fit organisations using 13-period accounting.
We'd like to share that we've released a new Budgets experience that's in early access right now - While it supports P&L budgets over a defined date range, it doesn’t currently provide 13-period or four-week budget periods. We’ll continue to capture this as feedback for future consideration.
Yvette King
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25 votesYvette King
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10 votes
Hi community, thanks for your inputs here. We understand why having annual budget figures close to the day-to-day homepage view matters. We've now launched Analytics Budgets which is in early access. While these figures don't feed into the accounts watchlist on the Hompeage at this point we'll be looking to sync to this widget as the experience grows and will keep your feedback in mind when this gets picked up. I'll be sure to share any updates here.
Yvette King
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40 votes
Hi all, we understand why seeing annual budget figures in the Account Watchlist would make monitoring easier. We're rolling out new Analytics Budgets that's currently in early access. This new solution doesn't feed into the watchlist just yet. However, this is something we have plans for and will keep you updated of progress here.
Yvette King
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8 votes
Hey team, we get how being able to attach supporting documents could help when explaining budgets. Attaching a file or worksheet to an individual budget cell isn’t currently available, so we’ll keep this documentation need in view as our new budgets experience evolves.
Yvette King
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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.
Yvette King
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96 votes
Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.
We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.
Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊
I'll keep you updated of news for this, here.
Yvette King
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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.
Yvette King
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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.
Yvette King
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35 votes
Hi all, we appreciate you describing how notes could support reviews and board discussions. Budgets in Analytics that's currently in early access release provides event descriptions and a history of adjustments, adding context to changes made during planning.
However, currently it doesn’t provide a free-form note on each budget line or cell. This is something we'd like to continue tracking interest from our communiy in, here.
Yvette King
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7 votesYvette King
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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.
Yvette King
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