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
AdminXero Developer Platform
(CEO / Founder, Xero Developer Centre)
shared this idea
Hi all,
The GET budgets endpoint is now live, but is available exclusively to App Partners who have migrated to OAuth 2.0 and entered into the new App Partner Program https://devblog.xero.com/getting-ready-for-xeros-refreshed-app-partner-program-6e09fa36fce8
The retrieve budgets functionality will be generally available to all integrations on OAuth 2.0 from April 2021.
Note: the new App Partner Program is currently under invite-only Beta with full launch expected to be late 2020.
Checkout the documentation here https://developer.xero.com/documentation/api/budgets
Thanks
Keertika
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Anonymous
commented
please add this valuable feature
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Graham Roberts
commented
Couldn't believe budget reporting by department (tracking category) was not permitted for Xero add ons like Spotlight.
Major shortfall from a reporting perspective and needs to be addressed urgently.
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Anonymous
commented
Agree with all the weight of opinion on this topic, that being able to report/forecast by tracking category is critical, especially in add-on reporting software. When is this going to happen, please, Xero?
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Anonymous
commented
This is a really important feature, please add.
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Simon Smith
commented
This is a significant shortfall in reporting capability. Please add this feature.
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Carl Simmons
commented
C'Mon Xero! Over 4yrs since this request was made and so much feedback from the community supporting the need for this feature. When is this going to happen?
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Anonymous
commented
This is a must - Xero please make a priority!
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Anonymous
commented
Being able to report/forecast by tracking category in the add-on reporting software is critical to meet our customer needs. Is there a plan to provide this capability?
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S White
commented
please add this feature! It is vital if you are using spotlight
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Corinne Bawn
commented
This is needed urgently. I'm having to manage far too many Excel spreadsheets!
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DataDear
commented
This is a feature requested by some of our clients who wish to have tracking categories as a filter for each budget created in DataDear instead of showing the overall total budget for the organisation.
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Anonymous
commented
Vote!!!
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Anonymous
commented
A must have if you use tracking for depts
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Anonymous
commented
We have a large client that has had to invest a significant amount of money to achieve this report from outside source but has to populate the individual tracked budget fields. Would be great if could all be done within Xero please
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Anonymous
commented
A much needed thing on Spotlight. Very important for all, please Xero put this in your priority list for development.
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David Guild
commented
Our client will not take-up Spotlight without this functionality & looks like this issue has been flagged for some time
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Anonymous
commented
Yes please add this. Currently looking at using Spotlight but need to be able to import the correct budget to make it worthwhile!
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Lincoln Sharp
commented
Agree with all other commentators on this one.
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Pete Sayers
commented
This is a vital requirement for my reporting. Actuals vs Budget for projects based on monthly or over multiple years is important to our business.
Please add this functionality.
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Anonymous
commented
Very important, please get this on the development roadmap!