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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

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    Xero APIAdminXero API (Admin, Xero API) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    43 comments

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      • Carl SimmonsCarl Simmons commented  ·   ·  Flag as inappropriate

        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?

      • Anonymous commented  ·   ·  Flag as inappropriate

        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?

      • DataDearDataDear commented  ·   ·  Flag as inappropriate

        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.

      • Anonymous commented  ·   ·  Flag as inappropriate

        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

      • Anonymous commented  ·   ·  Flag as inappropriate

        A much needed thing on Spotlight. Very important for all, please Xero put this in your priority list for development.

      • David GuildDavid Guild commented  ·   ·  Flag as inappropriate

        Our client will not take-up Spotlight without this functionality & looks like this issue has been flagged for some time

      • Anonymous commented  ·   ·  Flag as inappropriate

        Yes please add this. Currently looking at using Spotlight but need to be able to import the correct budget to make it worthwhile!

      • Pete SayersPete Sayers commented  ·   ·  Flag as inappropriate

        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.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Yes we need to be able to run a budget versus actual variance report, with monthly breakdowns, for each 'project' (to use Xero terminology). Without this ability we can't add any meaning to the overall variance given by the budget vs actual report - unless we do it manually. Please add this function asap

      • Thomas TraunmüllerThomas Traunmüller commented  ·   ·  Flag as inappropriate

        Due to we only have enterprise clients who heavily rely on tracking categories, we also need this feature ASAP! Even the Quickbooks online API provides location/class information in their budget endpoint.

        Come on Xero!

      • Bree VieceliBree Vieceli commented  ·   ·  Flag as inappropriate

        We also are hitting this as an issue with any of our clients that have multiple locations or different types of sales. I know that we can push data down to tracking category against sales through the API, so we also hope this comes out at the other end soon!

      • Anonymous commented  ·   ·  Flag as inappropriate

        We use spotlight and Xero and we've hit a wall. We need to be able to budget and reforecast. As it stands only one budget can be imported. Please open the api. Heading back to the land of spreadsheets for now.

      • Oliver MalpassOliver Malpass commented  ·   ·  Flag as inappropriate

        I was asked by manager to set up Spotlight Reporting for Xero for one of our clients and after one day of it being set up I was getting feedback from our client that the Budgets were not pulling through by tracking code. This is such a necessity as there is no point in reporting by branch or division if we can't report on budgets vs actuals. This is the whole point of reporting by tracking code!

        Please make this available ASAP, we would really appreciate it and our clients will as well.

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