Budget reports - Apply Profit & loss formatting
Can these reports be in the same format as the Profit and Loss Report
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Julie Curnow commented
So much manual manipulation for something that should be a standard feature. Xero must think no one has to prepare forecasts.
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Charlotte Sims commented
Creating a report that pulls out the imported forecast/budget but so you export in exactly the same format as one of the saved P&L report formats (custom P&L formats).
This would make the analytical process so much easier, as you could export your customer P&L format across whatever time period and then export the budget/forecast data in the same format for quick comparison.
Currently you can only export the budget/forecast data in the standard export file which does not match any custom formatting/layout - hence a lot of manual formatting required.
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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. -
Murray Clark commented
Can these reports be in the same format as the Profit and Loss Report
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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.