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.
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
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Freya Trimarco
commented
Many comments already but yes we recently updated our custom P&L default and there's no way to mirror that for budget tracking. Major flaw!
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Stuart McDonell
commented
'Many earlier comments about the line format in the budget module needing to be able to be edited to be the same as the P/L reporting.
Why cannot the budget module have the same (line) editing function as the P/L reporting please? Including sub totals for account groups (eg HR costs, travel, occupancy etc) where ever you want/need them.
MAJOR SHORTFALL!
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Gareth Prytherch
commented
As many have already said the ability to budget for Capital (fixed asset) purchases is essential ASAP please
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Abraham Almosawi
commented
Proper cashflow forecasting is perhaps the single most important thing any business can and should do. Not having the ability to include liability and asset accounts seems crazy.
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Carla Silva
commented
That would be wonderful to be able to include asset, liability and equity accounts into the Budget Manager please.
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Andrew Goldman
commented
Budget manager as it sits now is just a projected P & L or a P & L budget, not a cashflow budget. Needs improvement.
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Racheal Adlam
commented
We would like to be able to customise the report capability from budget manager
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Geoffrey Stevenson
commented
Adding to the tsunami of comments on this shortcoming in Budget manager. As has been said, if you customise your P&L reports to suit the needs of the business then the ability to adopt the same structure in the budget manager (for budget data and forecast data) is a must.
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Riki Parata
commented
A must to be able to compare P&L to budget, so the ability to customise to Chart of Accounts please.
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Anne Benison
commented
What use is a P&L tailored to the Business if the Budget cannot reflect it? The P&L and Budget are necessary for the variance report.
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Dave Braddock
commented
Need to be able to include capital purchasing and loan repayments in budget
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Fiona Beech
commented
Can the position of Corporation Tax in UK be moved from within the overheads section to after Profit before Tax? We can do this by customising the layout of P&L reports but it would be useful to be able to customise the Budget Manager and Budget Reports too.
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Letticia Mincham
commented
I agree - what we need is the ability to edit and group the order in the budget manager the way we can in our other reports - for me this would be to match the custom P&L we have set up.
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Letticia Mincham
commented
I totally agree - pulling my next financial years budget together for our board and hoping to see this change.
We need to be able to edit the budget manager to meet our needs e.g. for my overall budget the same as our custom P&L - for smaller projects to only show what we need in them.
This is essential - it's so hard to give the full - out of order list to the board and explain it.
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Tricia Neary
commented
I would prefer my budget in budget management to be in the same layout as my P&L. Its a must please.
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Will Newby
commented
It really limits the benefit of a cashflow forecast if planned capital expenditure cannot be included.
For clarity, it would also be useful to exclude lines with only minor expenditure (which obviously will differ between businesses), perhaps by rolling them up into a single 'other/miscellaneous' line.
Please add the ability to
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Warren Ajoodha
commented
There should be a synergy of layout between the budget import template, the variance report and the P & L. This makes sense and would save a lot of time.
Many thanks
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Sarah Baggaley
commented
- To be able to enter budget figures for customised group totals.
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Liz Vincent
commented
I would prefer my budget in budget management to be in the same layout as my P&L. Its a must please.
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Kirsten Willits
commented
And add and delete budget lines as required.