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Have a look at https://xpna.co - you can group tracking categories into a customised hierarchy for reporting budgets and actuals. And tracking category budgets automatically consolidate into an overall budget.

Reach out for a personalised demo, or start a 15-day free trial.

Monique,
I agree with you.
I work on 44 Clients every month, do the math at how many times I touch, edit and growl at the new layout issues.

I hope Xero listens to us. It has been a nightmare dealing with their 'new' formats. I wish their IT would justify their jobs by leaving the formats that work alone and focus on Yodlee bank feed issues more.

This would be a great time saver and essential to making our reporting easier for all levels of finance staff

Users: Please also vote for this Idea to make changes happen! Many thanks

Reporting - Budgets by tracking category to integrate with master overall budget

I appreciate that you guys added the tracking code option to the P&L Report. But we still need to be able to add a filter to this report. My nonprofit wants to be able to see the expenses for a specific department by funder. Those are my 2 tracking codes. But this format only allows me to pick either by dept, or by funder, but not both. Quickbooks has this option.
Also, it would be great if there was an option to show columns for the tracking code only if it's not zero. I have 30 funder codes. I don't need to see them all in every report when there may be no activity.

Hello Monique,
Yes I agree with you. I am doing 15 regions weekly - this means I have to edit layout 15 times to be able to match which budget region is for the specific region on my report. Hopefully, the dropdown feature will be back/restored.

Hello, I do have the same situation. And I do have 15 regions being reported each week. The Xero support agreed that I need to make 15 custom layouts if I don't want to repeat the layout each week. It will be easier to see a dropdown similar to the old report. 15 layout will fill the custom reports list :) but hopefully this will be considered soon.

I know and appreciate that Xero has moved to new code, however this does not stop them recreating the old reports in the new code which is what they are suggesting users do in the new format. This is no easy task as there are many constraints in the new format - an example would be the inability to create one P&L report quickly without requiring future intervention with tracking, now each tracking item must be added each time a new one is created, and heaven help you if you use xero project on a daily basis and are reliant on daily reporting comparisons. Why can xero not make buttons to add reports, eg tracking which can then be filtered in a report to provide all categories or selected, and as for actual v budget that is just a nightmare. Xero many of your users are small to medium businesses which are the very people that help xero become the company it is today so I find it appalling that xero responds to objections with staff comments that ignore the ongoing issue and push the very agenda that is causing the problem, have little to no understanding of the implications of the changes and for that matter why users are so unset. It is a disgrace, my career has been built on change management, reporting and commercial growth none of these have been addressed with xero's heavy handed tactics

This is possibly the most important feature of the P&L for us, specifically to be able to view the whole financial year by month with the budget and actuals shown.

I agree, I have had to switch over to the new reports and now the really quick analysis of each cost centre versus budget involves a huge amount of fiddling with the layout. A massive step backwards in user experience.
Adding the budget by tracking category to the filter should solve this very easily.

This new Common Report layout of Actuals to date and budget for the remaining months is all well and good, but why does it have the budget saved into the report layout?
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45539668-new-profit-loss-report-budget-report-to-show-f

The ability to select which budget is reported for the rest of the year is required to be changed as a report filter, without having to edit the layout for each variation of the budget.

Agree, it is critical to know the reporting per tracking category. Where there are over 100 categories, we would like to see a simple way of selecting a singular or group of tracking items.
The business owner needs to know the viability of various tracking items, not just at a higher level.