Settings and activity
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230 votes
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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Stuart McDonell
commented
I want to be able to use a P/L report format which I use every month when preparing the budget, but I am stuck with the budget manager standard format. Why cannot I reformat the format the budget manager uses?
An error occurred while saving the comment Stuart McDonell
commented
'Many earlier comments about the line format in the budget module needing to be able to be edited to be the same as the P/L reporting.
Why cannot the budget module have the same (line) editing function as the P/L reporting please? Including sub totals for account groups (eg HR costs, travel, occupancy etc) where ever you want/need them.
MAJOR SHORTFALL!
Why cannot we use a customised format we have already developed say for a P/L report then in the budget manager (import the format). Developing a budget in the format that you view your regular reports makes so much more sense than this very (stupid) fixed format forced on the user but people who do not use the system!