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  1. Reporting | Budget Manager - Customise report layout

    230 votes

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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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    Cherie Christo commented  · 

    This needs to be fixed as presenting the budget needs to be as per other Manageme.nt reports. it makes no sense to see it in alphabetical order and harder to work off

  2. Budgets - Order by GL account number

    96 votes

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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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    Cherie Christo commented  · 

    Please fix this. We want to be able to have our budget viewed the way we view our Management Reports that we have customized. Thank you