Settings and activity
4 results found
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208 votes
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.
Letticia Mincham
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment 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.
An error occurred while saving the comment 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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4 votesLetticia Mincham
shared this idea
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20 votesLetticia Mincham
supported this idea
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492 votesLetticia Mincham
supported this idea
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An error occurred while saving the comment Letticia Mincham
commented
Yes please add this function - also to be able to return an invoice that is in the awaiting approval tab - back to draft
Also to include a budget line that enables us to show reserve funds being allocated for use rather than just revenue/expenses