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  1. Reporting | Budget Manager - Customise report layout

    211 votes

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    113 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.  

    While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.

    We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas. 

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    David Price commented  · 

    It's bonkers having reports etc order alphabetically when people have gone to the trouble of setting up a Chart of Accounts that groups thinks in a way that makes sense to them.

    It would be a relatively trivial piece of coding to offer an option to 'sort by code' or 'sort alphabetically' where ever information is presented.

    Could we have asap pleae

    David Price supported this idea  ·