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  1. Reporting | Budget Manager - Customise report layout

    211 votes

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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. 

    Brijal Shah supported this idea  · 
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    Brijal Shah commented  · 

    As a Xero user, its Budget Manager function would be more useful to our organisation if we could edit and choose the categories, be it a P&L item or a balance sheet item.
    We have quite a bit of Research and Development which go to the balance sheet and there is no option to allocate a budget to that area.

    Alternatively, if a generic budget could be created where just a lumpsum amount is allocated it could be helpful as we have intergraded ApprovalMax to Xero - This would allow us to report on which classification of expense is using the budget. Kind of like reverse tracking of the budget vs actual.

    Having flexibility on budget tracking, to match it individual organisational needs, would make this function more usable and attractive to consumers like myself and others who have complained about this.