I would much prefer my budget manager (and other reports) to appear in account code order, not alphabetically.
When entering a new season's budget, it is time consuming constantly searching for accounts and seeing them listed out of context. I set up my chart of accounts so that they made sense by department, and the budget doesn't enable this to happen!
I am going to do our Farm Budget in another app and export the actuals from Xero (meaning I'll be manually inputting Budget to Actual data in Excel), because it will be quicker and neater. I shouldn't need to do this.
I love Xero for everything but this is a really big flaw in the software from a user perspective.
Sarah Prime
supported this idea
·
I would much prefer my budget manager (and other reports) to appear in account code order, not alphabetically.
When entering a new season's budget, it is time consuming constantly searching for accounts and seeing them listed out of context. I set up my chart of accounts so that they made sense by department, and the budget doesn't enable this to happen!
I am going to do our Farm Budget in another app and export the actuals from Xero (meaning I'll be manually inputting Budget to Actual data in Excel), because it will be quicker and neater. I shouldn't need to do this.
I love Xero for everything but this is a really big flaw in the software from a user perspective.