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  1. Reporting | Budget Manager - Customise report layout

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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.

    Jane Buck supported this idea  · 
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    Jane Buck commented  · 

    Please add in a way to customise the budget on the budget management tool. Would be ideal to add new rows, delete unwanted rows, change data and be able to separate the nominal codes from the description. Also, if there was a way to add say 2% from the average of the past 12 months to the next 12 month projection, that would be amazing! :) thank you.