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  1. Reporting | Budget Manager - Customise report layout

    230 votes

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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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    Denice Eaton-Heim commented  · 

    Immediate plans.....I've been posting on this since 2016!

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    Denice Eaton-Heim commented  · 

    I've been asking since 2016 to have the Budget Manager by Account CODE, not name.
    It adds a considerable amount of time to enter budget information when it is shown by account name.

    Denice Eaton-Heim supported this idea  · 

  2. Customer Payments - Payments on Account, instead of Overpayments/Prepayments

    62 votes

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    submitted  ·  11 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Denice Eaton-Heim supported this idea  ·