We generally prepare the budgets within the Excel for most of our small clients. Most of our clients use 2 tracking codes and there can be a fair number of these combinations. They do budget up the lowest level. For us to produce import sheets, including low level, as well as rolled-up budgets (including all the other combinations in between) and then import these sheets is a lengthy process through the front end. We would like to develop an add-in into which you can import your total budget (as one sheet with lines for each tracking code combination). The add in, should then create all the different budget combinations and import that into Xero through a budget API.
Anonymous
We generally prepare the budgets within the Excel for most of our small clients. Most of our clients use 2 tracking codes and there can be a fair number of these combinations. They do budget up the lowest level. For us to produce import sheets, including low level, as well as rolled-up budgets (including all the other combinations in between) and then import these sheets is a lengthy process through the front end. We would like to develop an add-in into which you can import your total budget (as one sheet with lines for each tracking code combination). The add in, should then create all the different budget combinations and import that into Xero through a budget API.