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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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In development  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.

We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.

Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊

I'll keep you updated of news for this, here.

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  • 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

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