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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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    Geoffrey Stevenson commented  · 

    Adding to the tsunami of comments on this shortcoming in Budget manager. As has been said, if you customise your P&L reports to suit the needs of the business then the ability to adopt the same structure in the budget manager (for budget data and forecast data) is a must.

    Geoffrey Stevenson supported this idea  ·