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Budget summary report by budget

The current budget summary API report (http://blog.xero.com/developer/api/reports/#BudgetSummary) returns the overall budget summary report. Within Xero, you can create additional budgets which can be filtered by tracking category. This request is to:
- Provide a Budgets API endpoint
- Allow the budget summary report be filtered by budget

141 votes
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    Xero APIAdminXero API (Admin, Xero API) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    CraigCraig shared a merged idea: Expose more than one budget via the API  ·   · 

    19 comments

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      • LizLiz commented  ·   ·  Flag as inappropriate

        I agree with all the comments - Xero does not provide enough functionality with department reporting and so its agent recommended spotlight, but now we find that spotlight can't deliver as its not getting the tracking data from Xero. Come on Xero this is basic and important. Why track these things if we cant report it out easily.

      • Anonymous commented  ·   ·  Flag as inappropriate

        A very important feature for a number of my client, would be so great to have it!

      • anthony daintyanthony dainty commented  ·   ·  Flag as inappropriate

        Hi Zero,

        When using Spotllght, you need to allow us import a branch budget not just total business budget, to break our budgets down to individual branches to allow us to compare a branch budget to forecast. This is quiet a critical thing for us and im sure many other similar businesses will reconsider using spotlight, unless this is fixed urgently.

        Thanks.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Hi there, I can't understand why this hasn't already been added! Such a basic thing really. I agree with Jane - it does impact on the usefulness of Spotlight. Please Xero, add this function ASAP.

      • JaneJane commented  ·   ·  Flag as inappropriate

        I would also like to see this feature added as we have to do a manual work around at the moment which reduces the benefit of using an add-on like Spotlight .

      • Andrew HannaAndrew Hanna commented  ·   ·  Flag as inappropriate

        Fairly standard to run tracking for clients including budgets by profit centre. Reporting against budget is clearly essential. To have the sub-budgets uncoupled from the Overall Budget seems counter to the great functionality of the rest of the software. It also limits the performance of add ons like Spotlight. My vote to add this feature.

      • Anonymous commented  ·   ·  Flag as inappropriate

        would this allow us to "roll-up" budgets? ie overall budget = project x + project y + project z. Such that a change in project x would automatically update Overall budget. Tracking is good but too cumbersome when you have to remember to change Overall budget every time you change a sub budget. I've a number of clients who i've had to put on QBO for this very reason!

      • Tristan CreedTristan Creed commented  ·   ·  Flag as inappropriate

        This would be most appreciated, unable to complete our franchise reporting function without filtering budget summary report by tracking category. Another 3 big votes here.

      • Rob StewartRob Stewart commented  ·   ·  Flag as inappropriate

        Agree that this is something that we're really looking forward. Our clients get a huge amount of tracking but it all falls over when we bring it through to Spotlight Reporting because we then can't go against budget. This makes it difficult to work with them on a management level, as we spend a bunch of time wrestling with data in Excel when it should be simple. Three votes from me!

      • ConniConni commented  ·   ·  Flag as inappropriate

        Allowing the budget summary report to be filtered by budget would be really useful.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I agree: this would be really useful. Some of my clients have various different targets (e.g. Target to aim for/ Worst case target). It would be great if Xero could complete the above changes

      • Margaret BakerMargaret Baker commented  ·   ·  Flag as inappropriate

        Tracking Budget figures would be a good addition for spotlight reporting - add my name to the requestees

      • Michael CarterMichael Carter commented  ·   ·  Flag as inappropriate

        Having the ability to load and report against a budget by tracking category combination would be very helpful - currently the named budget approach means there is a big risk of selecting the "wrong" named budget and maintaining them would be a minefield - if the budgets could be entered with tracking 1 and tracking 2 and when a compare to budget report was selected by tracking category the variance reports produced would be very useful.

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