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Reporting - Option to add account numbers & zero balances to financial statements

Ability to have to have a check box for "Include Account Numbers" and "Include or Omit Zero balances".

Purpose: Because it demonstrates completeness to show that the balance actually is zero

201 votes

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

Thanks for continuing to engage with us on this, everyone. While it is now possible to include account numbers, as mentioned in our last update we've been continuing to review this idea and look into how we develop the option to show nil balance for accounts when running reports.

Work for this is now in development with our product team. We'll be looking to implement a solution that enables the ability to show nil balance for accounts across the Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Trial Balance, Cash Summary, Movements in Equity, Blank report as well as in Report Templates.

As work for this progresses we'll keep you all informed and updated through the idea here.

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  • Mike Beck commented  ·   ·  Report

    This has been a problem with Xero for years and creates additional work for most users. It seems like it should be a relatively simple thing to change.
    I'm not sure how to interpret Xero's lack of action. Either making this change is more difficult than it seems of they simply don't care so long as Xero usage continues to rise. They assume it isn't putting users off enough so isn't a priority.
    There are only 91 votes here but I don't think there will be a single Xero user that this change wouldn't benefit.

  • Daniel Doulton commented  ·   ·  Report

    We are trying to consolidate 2 businesses' accounts. We've taken the effort to have them both on the same Chart of Accounts.

    Xero doesn't allow consolidation, so you have to do this manually in Excel (or other). The least you could do for us is allow us to export all out account data so we can consolidate them in Excel, without having to manually stitch it together every month.

    And for many other purposes, having a full readout every month of all your accounts is key for undertaking analysis, etc...

  • Catherina Oo commented  ·   ·  Report

    Dear Xero Team, implement this as soon as possible please? We need this.

  • Christopher Mills commented  ·   ·  Report

    It also ensures report format stability, so that each time a report is downloaded to excel it has the same account id's in the same excel row.

  • Katrina Steffens commented  ·   ·  Report

    P&L and Balance Sheets to show all accounts even if $0 balance.

    We frequently export these reports to Excel and combine with earlier reports. The reports are basically always inconsistent in length as not all items are relevant for each period.

    If the reports had the option to display all accounts it would remove the need to continually manually manipulate the output.

  • Mike Beck commented  ·   ·  Report

    Why does Xero ignore this request? This has been an issue for a long time. It will clearly save users' a lot of time and I can't believe it is a complex thing to implement.
    I can only assume so long as people continue to use the system they figure it doesn't really matter?

  • David Anderson commented  ·   ·  Report

    Yes, can you implement this as soon as possible please?

    It is important - by being able to see a zero balance means we can easily look into the account to see why it is a zero balance (especially if we are not expecting it) but also easily allows us to look at transactions in that account.

  • Anita Wildman commented  ·   ·  Report

    Appreciate we can now add account number to financial statements

    I am begging xero to implement the ability to show/hide nil balances.
    The amount of extra work created by this lack of functionality is astounding.
    Please implement.

  • Megan Botha commented  ·   ·  Report

    Yes please , there should be an option to include zero balances in the P&L

  • Janet Poon commented  ·   ·  Report

    It is not making sense by not showing zero balance on the financial statements!!

  • David Benady commented  ·   ·  Report

    Also useful when using tracking as the balance may be zero overall but there maybe a balance for some of the individual categories

  • Gillian Jackson commented  ·   ·  Report

    I can see that you can now add account numbers, but being able to switch on or off zero balances on a TB or Balance sheet with Zero balances would be great.

  • Jacqueline Whittingham commented  ·   ·  Report

    Completely agree with comments below. This is a complete handicap to anyone using a financial model. And given the comments date back over a year I'm astonished you haven't fixed it. Really regretting the choice of Xero for our start-up now.

  • MIchelle Ewing commented  ·   ·  Report

    I have only started using Xero on a regular basis recently and was very surprised that this is not an option. I am sure all other accounting software I have used allows you to do this.

  • Kemran Kaya commented  ·   ·  Report

    There's an option to move negative balances around in a Xero Custom Report; seemingly a more complicated tool than to include nil balances in a report. Does not make much sense

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