Settings and activity
62 results found
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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.
Yvette King
supported this idea
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10 votes
Hi everyone, we appreciate you explaining why archived tracking categories can make historical budgets difficult to manage. We've released new Budgets in Analytics which is currently in early access. This new experience supports tracking category filters, but we want to be upfront that it doesn’t include an archive workflow for budgets linked to retired tracking options. We’ll continue to capture this feedback as the budgeting experience develops.
Yvette King
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51 votes
Hi team, with Xero Analytics you can use the Business Health Scorecards to track your net profit against a KPI line.
You can choose a pre-built KPI, or create your own, and assign a target to track against that KPI.
If you'd like you can also, display this as a widget on your Analytics dashboards, to visually compare your KPI to the target line.
We appreciate those that have voted here are also looking for the ability to rack actual v budget and will continue to track the interest here and share further updates. Thanks
Yvette King
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26 votes
Hey team, we understand how frustrating it is to split larger budget files before importing them.
We've now introduced Budgets with Xero Analytics and import and export capability is something we're considering as this work moves forward.
We're still building on this new budgeting experience and we’ll share more when there's news around imports.
Yvette King
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22 votes
Hi all, thanks for calling out how much scrolling is involved when reviewing a full-year budget. The new Budgets experience provides a spreadsheet-style grid, inline editing, autosave and flexible start and end dates.
It’s a stronger foundation for working with budgets, although showing all 12 months and the total in one view isn’t something we've been able to work into this new experience, we’ll keep this feedback in view as the experience evolves.
Yvette King
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17 votes
We’ve seen your feedback on Budget Manager—thanks for sharing it. A 9-month actuals option could support quarterly forecasting.
This idea has been moved to Gaining support, so the community can vote and comment. If this would help your team too, sharing how you’d use it can give the product team more context and help the idea gain traction.
We’ll let you know when this progressed.
Yvette King
supported this idea
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65 votes
Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited.
While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time.
We'll move the status back to submitted and keep you informed if there is any movement.
Yvette King
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412 votes
Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
Yvette King
supported this idea
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32 votes
Hi team, we appreciate the conversation however we want to be open that we don't have any short term plans for changing the export of Manual Journals in the near term.
Not getting a lot of community support over time, this idea will soon be removed. If it something you feel very passionate about you are welcome to restart and see if there is renewed interest from the community.
Yvette King
supported this idea
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287 votes
Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
Updated 24 Sep - This is currently available in US, AU and NZ only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
Yvette King
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13 votesYvette King
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7 votesYvette King
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39 votesYvette King
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8 votes
Hi team, we appreciate your feedback here, however not receiving much support since started we will soon remove the idea from the forums here.
We are in the process of rolling out our new Manual journals experience however I want to be upfront that an option for daily repeating journals has not been developed in this.
An option would be to create 7 repeating journals one for each day of the week. We totally appreciate this is not the ideal solution you're after however would still enable you to automate the journal posting and save manual entry. Thanks
Yvette King
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46 votesYvette King
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16 votesYvette King
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11 votes
Hi team, thanks for your feedback here. While we are in the process of releasing a new Manual Journals experience, I want to be open that searching by description has not been incorporated into this work.
We are continuing to keep a track of interest for this here and if any plans are made we'll update you here.
An alternative option would be to run the Journal report, where you can include Description as a column and also filter the report to search text that the description you're looking for contains.
Yvette King
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7 votesYvette King
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7 votesYvette King
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17 votes
Hi team, we appreciate the feedback here. Right now, we're in the process of rolling out a new manual journals experience to users, and I'm pleased to share that this also includes the ability to copy a row, which will add a duplicate row beneath the one being copied. Along with this you'll have the ability to Paste lines detail that's been copied elsewhere 🙂
Currently, this experience has been rolled out across AU, NZ and US and will be coming to all other regions soon. I'll round back to confirm once it's out to all.
Yvette King
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