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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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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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.
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Liana Kristanto commented
Xero, it would be great if Budget manager can be customized like this:
1. Be able to change the order of the account and hide the other accounts with no balance to make it simpler.
2.Grouping a few accounts together and input the new title in the budget for this grouping accounts to make it tidier.Hopefully Xero can consider this suggestion.
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Lee Scott commented
I would add my support and weight to this as I have a few clients for whom it would be great to use the same customised format on the P&L on their Budget reports.
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jane brant commented
It would also be great to see a running total so that I can see how the budget affects our bottom line.
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Nicholas Verginis commented
Ditto all the comments below about how critical this is. It looks very unprofessional from the Board's perspective that the Overall Budget is listed in alphabetical order. It is a huge flaw in Xero's products and is enough for the Board to ask me to look for alternative software products. If the Budget Manager, Summary and Variance does not mirror the customised options for P+L, then it undermines the entire package. Please fix this ASAP!
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Gillian Hawes commented
I would also like to edit the layout of the Budget Manager report, as it's in a completely different order to our Profit & Loss Account.
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Denice Eaton-Heim commented
I've been asking since 2016 to have the Budget Manager by Account CODE, not name.
It adds a considerable amount of time to enter budget information when it is shown by account name. -
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.
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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
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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.
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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.