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
We are looking at using Spotlight Multi for producing consolidated reports against budget.
While Xero allows you to define and report against multiple budgets, Spotlight can only report against one budget (the 'overall' budget).
They tell me that this is because only the overall budget has been exposed via the Xero API.
I would like to request that the API be extended to allow multiple budgets (or at least 2) to be accessed.
We could then have consolidated reports against our management budget as well as our (more conservative) bank budget.
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!
Michael Tippett commented
are there any plans to implement this?
Tristan Creed commented
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.
Michael Tippett commented
My client definitely needs this functionality.
Big up vote from me.
Rob Stewart commented
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!
Allowing the budget summary report to be filtered by budget would be really useful.
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 Baker commented
Tracking Budget figures would be a good addition for spotlight reporting - add my name to the requestees
Michael Carter commented
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.