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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.

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    matt cartwright commented  · 

    To be able to create a comprehensive forecast it is critical to be able to add multiple sales lines. We managed to do this by adding lines through chart of accounts, although this is time consuming and not intuitive. To be able to edit the budget manager is essential to make it useful.

    matt cartwright supported this idea  ·