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  1. Reporting | Budget Manager - Customise report layout

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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. 

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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  ·