Budgets - Order by GL account number
The ability to do budgets by GL account number. It's very perplexing this is not available today!
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Cherie Christo commented
Please fix this. We want to be able to have our budget viewed the way we view our Management Reports that we have customized. Thank you
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Alisdair Macleod commented
Very inefficient - even if you cannot have an option, surely the default should be to sort by account code and not description.
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Sally Mussared commented
All of our accounts, reports and details are ordered by account number. Even when we export this to excel, the account number is part of the name and so the budget has to be manually sorted into account number - tiresome waste of time!!! Please, please, please fix this.
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Steve Western commented
..come on guys, how hard can this be!
The standard layout is a mess. -
Benjamin August commented
I am also looking at being able to sort the accounts.
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Susan Schlaak commented
Budget Manager should have an option to sort accounts by account number rather than alphabetically. It would make entry a lot simpler
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Aline Gallan commented
We had to eventually purchase a monthly bolt on - Spotlight. Not perfect but better than Xero. We still have to manually capture in Excel then import into Spotlight, and eventually to Xero. Shocking really.
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Laura Jacobs commented
Makes the budget import template useless without this
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Cathy Nash commented
Makes no sense at all that you can order balance sheet and P&L reports by account codes (and hide accounts that aren't used) but you can't do this in the budget report!! Very frustrating
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Philip Hankers commented
I echo all the points made.
Another example of the dumbing down of accounts function and general belief of non-accountant software programmers that numbers are difficult for non-accounts people. They are not.
What's the point of account numbers if not be able to sort by them?
This seems like and easy and basic thing to correct.I would like to be able to hide the accounts that aren't used by all the budgets I have.
There should be an option for follow the custom P&L format.
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Ray Tasker commented
To sort by account code is important - seems an obvious requirement
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Jayne Campbell commented
Fully agree and would like to be able to hide the accounts that aren't used by all the budgets I have.
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Deborah Wilkinson commented
Fully agree - I believe this is the only GL report that cannot be sorted by account number or aligned with a custom P&L format via the edit layout function....why?!?!
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Kylie Harder commented
Agree, and also the budget uploads should include cents. When importing from excel or other documents, it cuts them off - it means reports do not match
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Tiphanie Acreman commented
I agree - this needs to be done ASAP
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Ben Lambert commented
There should be an option for follow the custom P&L format
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Anura Ranasinghe commented
This is very important when you prepare budget on Excell and upload please
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Jason Chroman commented
What's the point of account numbers if not be able to sort by them?
This seems like and easy and basic thing to correct. -
Mindy Jacoby commented
Any updates? Is this on a list to be fixed?
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Mindy Jacoby commented
How has this not been fixed or added yet!! It is common in the accounting world to go by account number not account name. Who wants to look at it by ABC order and not by functional area, which is why numbers are used. Please fix ASAP!!