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Reporting - Ability to consolidate multiple Xero organisations

To have the ability to combine the reporting between more than one Xero org.

Purpose: Better at group budgeting and account managements

238 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value your input in helping us understand what matters most to our customers, and we’ll continue to review this idea for future consideration.

Thanks again for your understanding and for being such an engaged part of the Xero community.

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  • Simon Jones commented  ·   ·  Report

    That really is a shame as from an IT technical point of view it ain't so difficult. The challenge - as always is actually having users maintain group disciplines - common chart of accounts, and standard intercompany account codes for P&L and balance sheet. Commercially it would take xero into a whole new world of clients - so it seems more than daft not to pursue this

  • Marife Inocencio commented  ·   ·  Report

    This is a sad news actually. Anyway, for those who are looking for another platform to consolidate reports from Xero, we are currently using QuickConsols. It helps as it can be integrated to Xero and forward balances from Xero automatically and can be set up in a way that all organization will have the same GL outline for consolidated FS. However, you still need to work-out other things through excel. Hopefully, Xero will take more enthusiasm in adding this feature so it would be easier for us to do consolidated FS.

  • Fabien Ecard commented  ·   ·  Report

    I use Joiin. Still have to manoeuvre bespoke spreadsheets to tailor reporting for our Board members but it's made life much easier and it's evolved nicely in the past year

  • Kerri Hunter commented  ·   ·  Report

    We use Syft to achieve this, but it doesn't consoldate everything we need so still end up using spreadsheets to consolodate, I have tried Fathom - which is also OK, but much more rigid in its reporting

  • Elana Gold commented  ·   ·  Report

    I've just received the notice that there is yet another app compatible with xero that will do this.

    What has been asked for is a basic function as are many requests, yet xero palm them off to outside apps that we need to pay for as add ons.

    Why don't xero just do the work that is and has been available in MYOB for some time?

  • Neeta Dhami commented  ·   ·  Report

    is there anyone using any of the Xero recommeded apps for this purpose?

    Would apprecaite if there is any feedback about any of the apps available fo this purpose. Thanks!

  • Stephen Gorman commented  ·   ·  Report

    This is very important to me - would also assist with lodging consolidated BAS which I do know but have to manually consolidate

  • Alice Teoh commented  ·   ·  Report

    what about letting us to export all the company TB at one go or PL or BS at one click of button

  • Nalini Rajan commented  ·   ·  Report

    Really would like Xero to respond to this query as it's been on the table for sooo long with no response or timeline for fix

  • Gay Breeuwer commented  ·   ·  Report

    This is urgently required. We need to be able to provide Profit and Loss reports for individual divisions and then bring the profit /loss into a Combined Profit and Loss Report for head office. This is a basic accounting software reporting requirement, all other accounting programs that I have worked with provide this capability. Please make this high priority to fix, we shouldn't have to be fiddling around creating excel reports, etc.
    Same goes for Xero still not having proper farming reports.

  • Denise Guo commented  ·   ·  Report

    Consolidation reporting for a group entities is needed.

  • Cassaundra James commented  ·   ·  Report

    I would like to be able to have reporting for each entity - plus an overall report. All of the entities are LLC's, and owned by the parent company - thus the tax reporting is consolidated....

  • Stefan van der Watt commented  ·   ·  Report

    Small group of companies. Parent company and 4 subsidiaries with very similar structure and in the same business. Need to report on consolidated (combined) performance wrt. AR, AP and general business analytics. We spend more time to export and consolidate outside of Xero, while all the helpful business snapshot reports are only available individual. Individual reports are not accurate as transactions occurs across entities

  • Antoinette Micallef commented  ·   ·  Report

    Unfortunately, you are not even able to open a screen for each company at the same time unless you do this in different web browsers.

    This also is unreasonable if you have multiple companies you are working with.
    How many browsers are secure and trustworthy for something such as your company financials?

  • Andrew Lim commented  ·   ·  Report

    Is there any update on this feature that is a 'must have'?

  • Sally Lange commented  ·   ·  Report

    We have multiple company Xero files and would like to be able to consolidate three of them for BAS purposes. Merge two subsidiary companies into the parent company for BAS returns. Thís would be so helpful and easier than downloading all the spreadsheets and merging.

  • Joanne Smith commented  ·   ·  Report

    We are moving 2 of our companies on to Xero, 2 are already there, and we really do need to be able to consolidate reports between the group of accounts.

    So the sooner this idea is put into practice the better, seems it has been a long time in the waiting!

  • Peta Gooch commented  ·   ·  Report

    As a Finance Manager of multiple entities and xero files it would be good to have something like Xero HQ for practice for Finance managers and the multiple entities that look after so I can see each day the business snapshot of where we are at AP, AR Cashflow and NP

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