Budgets for multi-entity companies
Derive shows the impact on entity and GL account budgets before you approve a purchase, and tracks budget as invoices arrive, with or without purchase orders.
See Derive in action
The request shows its impact on the entity budget and the GL account budget side by side. Company headroom can hide an account-level overrun. For example, a software subscription can fit the entity budget and still exceed the subscriptions budget. You see both before saying yes.
Explore procurementBudget Insight sits beside the invoice and shows what has been spent, committed and is pending, plus this bill. Your team sees each bill against its budget as it arrives.
Explore accounts payableYou can manage budgets at invoice time without introducing purchase orders or spend pre-approval first. When you add Procurement, the budget impact appears at the request as well.
See budget impact at the invoice.
See budget impact at the request.
Finance sees the budget position across the group from one screen. Entity managers see only their own entities’ budgets, invoices and requests.
Finance Visibility of all entities in one place
Growing group businesses running 5–50+ entities on Xero with a lean finance team, including franchise networks, commercial property portfolios and multi-site operators.
One inbox for every entity’s bills, prepared for review.
Learn moreRequests, approvals and purchase orders across the group.
Learn moreAgreements, variations and renewal dates in view.
Learn moreInvoice work that’s ready before you open it.
Learn moreNo. You can track budget as bills arrive without purchase orders or spend pre-approval.
Yes. The purchase request shows the entity budget and the GL account budget side by side.
Budget Insight shows spent, committed and pending amounts and this bill against the budget, as the bill is reviewed.
Derive shows the budget impact and flags when a request would exceed a budget.
Chatswood Offices
Parramatta Retail
Southbank Holdings
Fortitude Valley
