Multiple Budgets

reporting

#1

When I use the DataDear Budget Summary Report to extract data into Excel, I am not seeing any option to choose which Budget I want to use. I obviously have the prior financial year budget (called Overall Budget in Xero) and have now loaded the new financial year budget into Xero (called 2020_Budget). I would like my DataDear reporting to pull in the new Budget but do not see any option to specify which Budget to use on the Retrieve window.

Any help appreciated.

see screenshot:

image


#2

Hi Wayne,

That is a very interesting point which is very beneficial, however, the Xero API does not allow us to select a budget.

I suggest visiting the following Xero user voice thread and vote;


#3

Thanks Clifton. Visited the thread and commented & voted. Lets hope the feature makes it on the dev list at some point.