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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. 

    Viljoen Visagie supported this idea  · 
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    Viljoen Visagie commented  · 

    Currently in Xero on the Profit and loss I have created a new custom layout the problem however is that this new default does not pull through to the other Common formats thus for each area such as budget variance, compare tracking field I have to create a new custom template from scratch.

    My solution would thus be if you select a custom report as default it updates the other common formars automatically.