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  1. Reporting | Budget Manager - Customise report layout

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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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    Dan Adamson commented  · 

    It's very confusing that the budget template is in a format that doesn't tie in with how we report. To get the template to match up to our reporting takes a lot of time, and being able to budget in the same way that we report is really important to us.

    Dan Adamson supported this idea  ·