Settings and activity
2 results found
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89 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
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Karen Chellig
supported this idea
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55 votes
Appreciate the extra details shared by everyone here.
We'll continue to get a track of the interest in a specific widget for accessing reports from the Homepage and share if there are any developments planned around this.
Right now, just to highlight what is possible - You can favourite a report from the Reports centre including a custom report you've set up to make this accessible from the Reporting drop down menu in the navigation.
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Karen Chellig
commented
Can we add Balance Sheet to the widgets options please
Karen Chellig
supported this idea
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when adding budgets can we have the option of displaying the nominal accounts in nominal account code order rather than alphabetically