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
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, as of today the ability to show nil(zero) balance accounts in reports is live to all users!
To confirm, there are 2 ways to turn this on. Either through a blanket selection in the Report preferences, or via a toggle on and off option within the 'More' menu of the following reports;
- Balance Sheet
- Profit & Loss (Income Statement)
- Statement of Cash Flows - Direct Method
- Trial Balance
- Cash Summary
- Movements in Equity
- Blank report
- And, Report templates
As we close out this idea, we want to say a big thank you to everyone that's shared their interest in this with us overtime.
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Alex Marsom
commented
how do we get traction on this, or is this another case of the product developers pushing their own ideal changes when they aren't actually users of the product themselves so don't understand why something like this is so essential?
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Ian Kerry
commented
Happy Birthday to this thread. 10 years ago it was started.
I am sure with all the increases in subscriptions over that 10 year period that it won't be long before we have this rather simple feature done.
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Chris Curlett
commented
Come on XERO this can not be all that complicated!
XERO is not run by its management or Directors but the product development team who seem to be a law unto themselves.
Came on Management time to step up - or are you a part of the problem?
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Sarah Whitston
commented
Any update on this ? Last comment I can see here is from 2022 but it's still a really fundamental and much needed functionality !
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Sarah Whitston
commented
Any update on this ? Last comment I can see here is from 2022 but it's still a really needed functionality !
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Chris Curlett
commented
Oh YES PLEASE. this is such a basic feature that is well supported by users.
PLEASE CAN WE HAVE IT XERO
159 people wanting it makes it worth doing
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Anita Wildman
commented
PLEASE PLEASE PLEASE PLEASE
The amount of extra work it creates by not having this basic functionality is significant. Accountants and bookkeepers are begging and pleading for this. -
Chris Curlett
commented
XERO look at the number of users who have supported this for so long. It is long overdue to be implemented.
With so many supporters you must feel obliged to support your users requests.
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Chris Curlett
commented
YES YES PLEASE.
XERO this can not be too hard to implement.
It is needed to download and use such things as the Trail Balance in excel.
PLEASE MAKE THE UPDATE!
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Peejay Moody
commented
'Xero Team shared this idea'... over a decade ago!
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Chris Curlett
commented
Rosie - you are so right this is a basic missing feature that is so important.
XERO this is well supported and needs to be fixed as per users requests. Come on and stop stalling..
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Rosie Wren
commented
this used to be a feature as I still use custom reports from a few years ago that include tracking with zero omissions, it makes it incredibly difficult to build a reliable excel sheet for reporting if the zero balance tracking categories are simply rejected.........I find it extremely frustrating that I can't set up management accounts for my new clients because this feature has been removed!
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Chris Curlett
commented
I so agree. This very overdue and has a lot of support so XERO will ignore ot - as is their previous practice.
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Admin Admin
commented
We need this implimented as we need all of the accounts in a report to assist with setting budgets for next financial year! can this one be considered urgent!!
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Chris Curlett
commented
This is such a basic feature sorely it can be added very simply. XERO please stop producing changes that are not supported by users (New Invoicing) and fix what is needed.
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Gavin Thomas
commented
I was about to move a client to Xero but have now paused on discovering this feature isn't available. Critical in creating regular reports in Excel using data exported from accounting software. The client is currently on Quickbooks (which has this feature) and I can't move them until this feature is added.
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Srinivasan Bhagavata
commented
Very essential for accountants to demonstrate the completeness and query if the submitted reports are correctly coded compared to the other years. We request you more than 1000 times if needed, please include this essential feature in all the reports as an option to include or omit Account numbers with Zero balance. Note: Most of the other accounting softwares has this beautiful features and it will save lots of time in reconciling and comparing individual accounts, sometimes can make accountants Crazy and glue to the seat... More productive hours will be wasted in the absence of this feature, infact will demoralise a good professional who can otherwise effectively devote time to train many future accountants. In fact, Xero software rating will improve drastically with this additional feature. The recent report improvement is an addition and expecting this feature will be provided in the near future. Please note you have given the option to include or omit for Account transaction but the same not given for reports especially Profit & Loss account, Balance Sheet, etc. which are in fact used by the operations manager for decision making purposes.
I hope this will be added in the near future, being a big fanatic and enthusiast of Xero user, will not be left with disappointment I believe. -
Deborah Busby
commented
I would love this. I tried to click "critical" but page said I must login first, and at the top of the page, it says I am logged in :(
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Brendan Darcy
commented
I agree and would also like to see this feature
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Nadia Tremblay
commented
After all these years, and all these reports of the critical need for nil balances to be reported, and we still don't have a resolution?