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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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    Julia Milne commented  · 

    I came here to find out if this could be done and see it was raised as an issue over 2 YEARS AGO. It's crazy that we can not upload our budgets in account number order, no-one prepares budgets alphabetically and you're doubling everyone's workload having to sort out your system first.
    Xero, you haven't even bothered to reply to the OP, do better!

    Julia Milne supported this idea  ·