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  1. Budgets - Order by GL account number

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    26 comments  ·  Reports & tax » Budgets  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.

    We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.

    Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊

    I'll keep you updated of news for this, here.

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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  ·