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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Stepan Galaev commented
this is a must feature
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Richard Faulds commented
Please allow us to edit the budget manager to match the Profit & Loss layout
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Adam Ogle commented
The Budget Variance Report is FANTASTIC with it's edited layout, however it would be great if you could upload the templates you make on there, as an actual budget.
Something else that would be amazing would be the ability to upload a budget with customised timeframes. EG a lot of our business reporting re sales etc is done fortnightly, uploading a budget in fortnights would be great.
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Julie Thornton commented
I can't believe this does not have more votes!!!
We have many clients with bespoke custom P&L templates and create several P&L's in a management report.
This is duplicating so much work. -
Erin Stevenson commented
Currently the budget summary report is very basic, it does not allow you to select multiple departments when filtering nor does it allow you to edit the layout in any way. By allowing these features it would give us the overall total budget for the year which has been uploaded to xero for review. It would be beneficial to be able to edit the report layout to give us the information we need from it
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Thavarubini Chandraraj commented
To have the ability to view a budget against Capitalised items would greatly enable us to be able to better customise our reporting and avoid having to use either expensive apps or manual spreadsheets to achieve the analysis we would like to have. The current budget manager template is restrictive and we would appreciate being able to add to it or to set it up with filters so that reports can be generated from it.
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Murray Clark commented
Can these reports be in the same format as the Profit and Loss Report
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Murray Clark commented
Can these reports be in the same format as the Profit and Loss Report
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matt cartwright commented
To be able to create a comprehensive forecast it is critical to be able to add multiple sales lines. We managed to do this by adding lines through chart of accounts, although this is time consuming and not intuitive. To be able to edit the budget manager is essential to make it useful.
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Citra Budiarnani commented
I would also add my support for all comment below to adding customized layout for budget manager for easier and better understanding for Investor to see and calculate.
Sometimes they want us to have simple yet included all the information with this Budget Manager. -
Shannon McDonald commented
Change to match P&L and not alphabetical order
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Louise McConnell commented
I would add my support to having better functionality in budget manager. All of my clients have a customised format for the P&L and this is also how they budget. To then have to try and sort and/or enter the budget line by line in a format that is completely different to how we are budgeting makes this process very tedious and time consiming
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Brijal Shah commented
As a Xero user, its Budget Manager function would be more useful to our organisation if we could edit and choose the categories, be it a P&L item or a balance sheet item.
We have quite a bit of Research and Development which go to the balance sheet and there is no option to allocate a budget to that area.Alternatively, if a generic budget could be created where just a lumpsum amount is allocated it could be helpful as we have intergraded ApprovalMax to Xero - This would allow us to report on which classification of expense is using the budget. Kind of like reverse tracking of the budget vs actual.
Having flexibility on budget tracking, to match it individual organisational needs, would make this function more usable and attractive to consumers like myself and others who have complained about this.
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Nicholas Verginis commented
My Board are very critical of the layout and it reduces confidence in the accounting system if the reports are not easily understood by Directors. Customising the accounts in a budget report is an urgent function that Xero needs to fix asap.
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Charlie Brand commented
Please Xero could you add in a budget manager edit function. Alphabetical order rather than cost code order/groups means our categories are all jumbled. We'd need this to mirror our custom P&L for management reporting.
Thanks
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Jane Buck commented
Please add in a way to customise the budget on the budget management tool. Would be ideal to add new rows, delete unwanted rows, change data and be able to separate the nominal codes from the description. Also, if there was a way to add say 2% from the average of the past 12 months to the next 12 month projection, that would be amazing! :) thank you.
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Selwyn Gishen commented
If you are going to add this kind of feature why not do it properly the first time? The budget should follow the same format as the chart of accounts or the income statement.
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Viljoen Visagie commented
Currently in Xero on the Profit and loss I have created a new custom layout the problem however is that this new default does not pull through to the other Common formats thus for each area such as budget variance, compare tracking field I have to create a new custom template from scratch.
My solution would thus be if you select a custom report as default it updates the other common formars automatically.
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Kathryn Fuller commented
Adding to the requests for customizable budget manager! We would really like to be able to add/remove/organize categories to match our income statement and existing budget spreadsheet for continuity across the board.
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Jez Nolan commented
The ability to create groups for budgeting rather than budget figures having to be done on each individual account.