Reporting | Budget Manager - Customise report layout
Ability to customise a budget manager layout.
Purpose: To make users able to get their preferred figures appear in the budget manager report.
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Abraham Almosawi commented
Proper cashflow forecasting is perhaps the single most important thing any business can and should do. Not having the ability to include liability and asset accounts seems crazy.
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Carla Silva commented
That would be wonderful to be able to include asset, liability and equity accounts into the Budget Manager please.
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Andrew Goldman commented
Budget manager as it sits now is just a projected P & L or a P & L budget, not a cashflow budget. Needs improvement.
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Racheal Adlam commented
We would like to be able to customise the report capability from budget manager
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Geoffrey Stevenson commented
Adding to the tsunami of comments on this shortcoming in Budget manager. As has been said, if you customise your P&L reports to suit the needs of the business then the ability to adopt the same structure in the budget manager (for budget data and forecast data) is a must.
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Riki Parata commented
A must to be able to compare P&L to budget, so the ability to customise to Chart of Accounts please.
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Anne Benison commented
What use is a P&L tailored to the Business if the Budget cannot reflect it? The P&L and Budget are necessary for the variance report.
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Dave Braddock commented
Need to be able to include capital purchasing and loan repayments in budget
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Fiona Beech commented
Can the position of Corporation Tax in UK be moved from within the overheads section to after Profit before Tax? We can do this by customising the layout of P&L reports but it would be useful to be able to customise the Budget Manager and Budget Reports too.
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Letticia Mincham commented
I agree - what we need is the ability to edit and group the order in the budget manager the way we can in our other reports - for me this would be to match the custom P&L we have set up.
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Letticia Mincham commented
I totally agree - pulling my next financial years budget together for our board and hoping to see this change.
We need to be able to edit the budget manager to meet our needs e.g. for my overall budget the same as our custom P&L - for smaller projects to only show what we need in them.
This is essential - it's so hard to give the full - out of order list to the board and explain it.
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Tricia Neary commented
I would prefer my budget in budget management to be in the same layout as my P&L. Its a must please.
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Will Newby commented
It really limits the benefit of a cashflow forecast if planned capital expenditure cannot be included.
For clarity, it would also be useful to exclude lines with only minor expenditure (which obviously will differ between businesses), perhaps by rolling them up into a single 'other/miscellaneous' line.
Please add the ability to
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Warren Ajoodha commented
There should be a synergy of layout between the budget import template, the variance report and the P & L. This makes sense and would save a lot of time.
Many thanks
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Sarah Baggaley commented
- To be able to enter budget figures for customised group totals.
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Liz Vincent commented
I would prefer my budget in budget management to be in the same layout as my P&L. Its a must please.
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Kirsten Willits commented
And add and delete budget lines as required.
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Marilyn Jeffcoat commented
I personally developed an extremely useful spreadsheet which projected not only cash flow and profit and loss but also confirmed the figures in a related balance sheet.
This showed figures up to to 24 months in advance as auditors require you to prove you are a 'going concern' for 12 months after signing off the accounts - not just for the succeeding year.
I have been providing these figures to the bank and to directors for the last ten years. By inputting the SAGE TB onto a spreadsheet.
As I was concerned at the fragility of this system and its reliance on my input, I convinced them to move to XERO.
I now find that I can't generate even a simple 12 month forecast in a format they would recognise.
Your old formatting system could l do that. Whilst you work out a new system could you not re-instate that format. -
David Elsey commented
Have a look at https://xpna.co - top-down / bottom-up / driver-based budgets are easy to build, and automatically consolidate tracking categories into overall budgets. And you can report on them in exactly the format you need.
Multi-entity is also supported, so you can budget entities individually, and get a consol budget for the group.
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Michael van Klink commented
i agree entirely. if you customise your P&L reports to suit the needs of the business then the ability to adopt the same structure in the budget manager (for budget data and forecast data) is a must.