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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Kirsty Runnicles commented
The budget manager, in its current format doesn't reflect the layout of the budget variance report or P&L so it makes it really hard to produce a standalone document from it. I just want to be able to section different types of sales.
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Eastern Nephrology commented
It is critical to include liabilities in the budget manager, such as super payments, tax liabilities etc
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Danielle Mcall commented
Can we have the option to include all of the assets and liabilities too please! I can't manage a budget without being able to account for the liabilities!
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Tim Nunn commented
As a charity the budget manager as it is, at present, is unuseable. I am very surprised and disappointed with what is currently available.
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Danielle Magri commented
Hi, I t would be wonderful to be able to include liability accounts into the Budget Manager please.
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Freya Trimarco commented
Many comments already but yes we recently updated our custom P&L default and there's no way to mirror that for budget tracking. Major flaw!
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Stuart McDonell commented
'Many earlier comments about the line format in the budget module needing to be able to be edited to be the same as the P/L reporting.
Why cannot the budget module have the same (line) editing function as the P/L reporting please? Including sub totals for account groups (eg HR costs, travel, occupancy etc) where ever you want/need them.
MAJOR SHORTFALL!
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Gareth Prytherch commented
As many have already said the ability to budget for Capital (fixed asset) purchases is essential ASAP please
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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.