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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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    Rachel Harley commented  · 

    To have the ability to add in lines to the budget manager is very important - we currently can't see business loans as an amount to budget for, so are having to add figures where they shouldn't be. This means we can't compare back to actual figures through out the year. I would love to see customisation available sooner rather than later!

    Rachel Harley supported this idea  ·