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  1. Reporting | Budget Manager - Customise report layout

    230 votes

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    117 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.

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    Charlie Brand commented  · 

    Please Xero could you add in a budget manager edit function. Alphabetical order rather than cost code order/groups means our categories are all jumbled. We'd need this to mirror our custom P&L for management reporting.

    Thanks

    Charlie Brand supported this idea  · 

  2. User Role - Restrict access to specific Tracking categories

    64 votes

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    submitted  ·  13 comments  ·  Users & setup » User permissions  ·  Admin →
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    Charlie Brand commented  · 

    We are a film production company and have various projects on the go with their own teams. If we could restrict tracking categories to certain users, we'd eliminate errors in posting to wrong projects. Also, hopefully we could have a function where a tracking option must be selected in order to post the invoice.

    Charlie Brand supported this idea  ·