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4 results found

  1. Reporting | Budget Manager - Customise report layout

    224 votes

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    113 comments  ·  Reports & tax » Reporting  ·  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. 

    Cissy Tong supported this idea  · 

  2. Report Templates - Allow Xero blue client access to Report Templates in organisation

    94 votes

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    36 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

    An error occurred while saving the comment
    Cissy Tong commented  · 

    totally agree

    Cissy Tong supported this idea  · 

  3. Reports - View history of changes to published reports

    4 votes

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    submitted  ·  1 comment  ·  Reports & tax » Reporting  ·  Admin →
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    Cissy Tong shared this idea  · 

  4. Budget Variance Report - Remove arrows

    17 votes

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    submitted  ·  9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Cissy Tong supported this idea  ·