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  1. Reporting | Budget Manager - Customise report layout

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    118 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.

    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.