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  1. Budget Reports - Ability hide selected accounts

    28 votes

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    4 comments  ·  Reports & tax » Budgets  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate hearing how focused reports without unrelated accounts would be useful for different budget owners.

    We've recently released early access of our new Budgets experience, that brings a more flexible grid and filters.

    That said, it doesn’t currently provide a way to hide selected accounts from budget reports. We’ll keep listening to feedback here for future reporting and permissions improvements.

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    Jayne Campbell commented  · 

    This would help us immensely, as we have departments/Activities which do not affect many area of our business

    Jayne Campbell supported this idea  · 

  2. Budgets - Order by GL account number

    96 votes

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    26 comments  ·  Reports & tax » Budgets  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.

    We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.

    Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊

    I'll keep you updated of news for this, here.

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    Jayne Campbell commented  · 

    Fully agree and would like to be able to hide the accounts that aren't used by all the budgets I have.

    Jayne Campbell supported this idea  ·