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  1. Reporting | Budget Manager - Customise report layout

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    111 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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    Andrew Babbage commented  · 

    Is it possible to allow the budget module to simply import the layout and grouping of a selected P&L report format? These report layouts are stored somewhere in the data files and if they can be applied to the actual results of the GL accounts, can they also be applied to the budget screen GL accounts? Happy to discuss further as needed.

    Andrew Babbage supported this idea  ·