Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Reporting | Budget Manager - Customise report layout

    230 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    117 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Louise McConnell commented  · 

    I would add my support to having better functionality in budget manager. All of my clients have a customised format for the P&L and this is also how they budget. To then have to try and sort and/or enter the budget line by line in a format that is completely different to how we are budgeting makes this process very tedious and time consiming

    Louise McConnell supported this idea  ·