Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reporting | Budget Manager - Customise report layout

    230 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    117 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    An error occurred while saving the comment
    Alan Cherwinski commented  · 

    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.