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For small businesses: Accounting features

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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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  • Steve Western commented  ·   ·  Report

    ..come on guys, how hard can this be!
    The standard layout is a mess.

  • Susan Schlaak commented  ·   ·  Report

    Budget Manager should have an option to sort accounts by account number rather than alphabetically. It would make entry a lot simpler

  • Aline Gallan commented  ·   ·  Report

    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.

  • Laura Jacobs commented  ·   ·  Report

    Makes the budget import template useless without this

  • Cathy Nash commented  ·   ·  Report

    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

  • Philip Hankers commented  ·   ·  Report

    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.

  • Ray Tasker commented  ·   ·  Report

    To sort by account code is important - seems an obvious requirement

  • Jayne Campbell commented  ·   ·  Report

    Fully agree and would like to be able to hide the accounts that aren't used by all the budgets I have.

  • Deborah Wilkinson commented  ·   ·  Report

    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?!?!

  • Kylie Harder commented  ·   ·  Report

    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

  • Ben Lambert commented  ·   ·  Report

    There should be an option for follow the custom P&L format

  • Anura Ranasinghe commented  ·   ·  Report

    This is very important when you prepare budget on Excell and upload please

  • 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