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  1. Budgets - Order by GL account number

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.

    Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.

    We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.

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    Sally Mussared commented  · 

    All of our accounts, reports and details are ordered by account number. Even when we export this to excel, the account number is part of the name and so the budget has to be manually sorted into account number - tiresome waste of time!!! Please, please, please fix this.

    Sally Mussared supported this idea  ·