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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Nicholas Verginis commented  ·   ·  Report

    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!

  • Gillian Hawes commented  ·   ·  Report

    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.

  • Denice Eaton-Heim commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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.

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