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  1. budget

    2 votes

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    0 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Idea review  ·  AdminKelly M (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Lyndon Bodnarchuk shared this idea  · 

  2. Budget Manager- Ability to transfer the data from one budget to another

    18 votes

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    submitted  ·  1 comment  ·  Reports & tax » Budgets  ·  Admin →
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    Lyndon Bodnarchuk commented  · 

    This can be done by exporting the budget to excel, opening the new budget (to be copied to) and importing the excel, but it would be easier if there was a simple "copy to" button.

    Lyndon Bodnarchuk supported this idea  · 

  3. Budget - Enter budget as a yearly option

    50 votes

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    submitted  ·  10 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Lyndon Bodnarchuk commented  · 

    The ability to enter annualized budgets in one column in the budget manager tool and have it automatically allocate that amount evenly across all months would also be useful.

    Lyndon Bodnarchuk supported this idea  · 

  4. Permissions | Contacts - Private or limited access to certain contacts

    122 votes

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    submitted  ·  38 comments  ·  Users & setup » User permissions  ·  Admin →
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    Lyndon Bodnarchuk supported this idea  ·