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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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Pam Nelson shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.

Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.

We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.

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  • Jason Chroman commented  ·   ·  Report

    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  ·   ·  Report

    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!!

  • Gillian Jackson commented  ·   ·  Report

    I couldn't agree more. Same with designing the reports - it is unhelpful

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