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.
AdminXero Team
(Admin, Xero)
shared this idea
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Max Taylor
commented
Being able to map/group accounts in the same way that you can customise P&L layout is a critical gap in the current Budget Manager functionality rendering it almost useless if you operate from a custom P&L layout and want to compare a budget against that.
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Alan Cherwinski
commented
It is now very time consuming and tedious to work between an Spreadsheet budget (the report format used in Xero) and the Xero Budget Manager. Cross checking rows of budget categories between a sheet organized in the Reporting Format and alphabetical Budget manager is a real waste of time. Doing the data entry in an order which is not the order of the source data increases the risk of error.