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  1. Reporting | Budget Manager - Customise report layout

    208 votes

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    112 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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    Wini Chia commented  · 

    really should be able to choose a customised P&L to carry over to budget manager. How is this not a feature already? The standardised report is way too detailed for forecasting and budget at an overall company level. Or at least permit to delete/add lines as required?

    Wini Chia supported this idea  ·