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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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    Will Newby commented  · 

    It really limits the benefit of a cashflow forecast if planned capital expenditure cannot be included.

    For clarity, it would also be useful to exclude lines with only minor expenditure (which obviously will differ between businesses), perhaps by rolling them up into a single 'other/miscellaneous' line.

    Please add the ability to

    Will Newby supported this idea  ·