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
-
Kirsten Reid
commented
We are trying to get our OVERALL BUDGET to board members for approval. They must see it in the same line by line format as the custom Income & expenditure reports they see every month in order to understand it and view easily in a format they are accustomed too. XERO - PLEASE ADD THE LAYOUT EDITOR OPTION TO THE REPORT. This is crucial and I'm sure a very EASY FIX.
-
Bec Faucett
commented
Agree with all these comments. The ability to map Budget Manager to your Custom P&L layout is essential to obtain accurate Budget v Actuals
-
Dianne Brown
commented
Agree with all these comments. The ability to map Budget Manager to your Custom P&L layout is essential to obtain accurate Budget v Actuals. Very time consuming having to export to excel and manually adjust, almost defeats the purpose of using budget manager.
-
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.
-
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.