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  1. Reporting | Budget Manager - Customise report layout

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    113 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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. 

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    Marilyn Jeffcoat commented  · 

    I personally developed an extremely useful spreadsheet which projected not only cash flow and profit and loss but also confirmed the figures in a related balance sheet.
    This showed figures up to to 24 months in advance as auditors require you to prove you are a 'going concern' for 12 months after signing off the accounts - not just for the succeeding year.
    I have been providing these figures to the bank and to directors for the last ten years. By inputting the SAGE TB onto a spreadsheet.
    As I was concerned at the fragility of this system and its reliance on my input, I convinced them to move to XERO.
    I now find that I can't generate even a simple 12 month forecast in a format they would recognise.

    Your old formatting system could l do that. Whilst you work out a new system could you not re-instate that format.

    Marilyn Jeffcoat supported this idea  ·