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
-
Kristin Zerger commented
We need this be able to meet our clients needs.
-
Gary Stocks commented
This is a major deficiency, specially when dealing with consolidated reporting and budgeting.
-
Sharnie Cowburn commented
This is a fundamental requirement for consolidation and report generation. Please add an ability to run reports with Zero balances
-
Chris Curlett commented
I need to create a specific report using the data in XERO by exporting the XERO T/Balance into EXCEL. I can see how to do this however I want the exported report to include the XERO accounts with a zero balance. I can then automate the process of grouping accounts in EXCEL to create a specific report. The exported T/Balance will have ALL cells in it in a standard order, be their data in them or not, at all times allowing for my report to capture the cell data on all occasions to create the management report. take the T/Balance.
I hope this maks sense! -
Lizzie Bagnall commented
Really would like zero balances to be included so that each report is the exact same format for ease of comparison. It can be frustrating as if you could see the zero you would easily be able to verify this, however, without it I always worry it may be a mistake and have to spend additional checking within chart of accounts that it is in fact zero. Surely would be pretty easy to implement this?
-
Kylie Harder commented
This is a basic function available in even the oldest of accounting packages. Xero is so far behind the pack with some things.
When trying to consolidate 45 different companies into excel, we need a report that comes out consistently every time. Xero fails to understand that its system is essentially a database and should be capable of extracting data as such.
They have tried to dumb it down so much to cater for non-accountants, that it is useless for accountants and analysts -
Accounts Expertunity Pty Ltd commented
The way we've had to deal with this to get month by month consistency is to export the Chart of Accounts to Excel into Column A and B on Sheet 1, then Sheets 2 - 13 are your monthly TBs exported from Xero. Sheet 1 columns C to N are your months with a VLOOKUP(INDIRECT(text)) command. Far too complicated for most users. My experience with Xero is that they have a marketing department but no customer support or developers.
-
Mike Beck commented
I don't understand why this basic functionality hasn't been added to Xero. I can't imagine it is that difficult a change to make and it would make every users life easier.
I agree with the last comment in so far as these comment/ideas/votes appear to be ignored. I suspect there are lots of ideas in the system saying the same thing and a lot more users who don't bother to comment or vote.I can only assume Xero don't really care so long as their sales are healthy. It is very frustrating.
-
Jackie Cox commented
As a new user of Xero, I have just discovered this issue while creating my custom reports and it's a total pain..
There seems to be a few areas where basic functionality is not good in Xero. Unfortunately, looking at this and other threads I'm not sure how much difference voting and commenting actually make. If feels like it's just a way of deflecting users comments and issues, without actually taking up any of Xero's staff time. It seems this idea was first posted in 2014.......
-
Winnie Gu commented
It is critical to have the option to include all account numbers in financial reports as it will make it possible to quickly consolidate multiple companies' reports.
-
Jessica Duffy commented
This would be a great option to have when you are exporting the same reports for different departments its important to see the 0 value, so each report is in the same format
-
Jack Martin commented
I would love this option, as financial statements look incomplete without including all accounts, and the board cannot verify that the accounts sits at zero balance.
-
Guy Yarden commented
Pretty sure this used to exist and pretty lame of Xero that it doesn't now. 97 voted starting in 2014. What does it take? Additional purposes include ease of exporting the same report structure multiple times throughout a year to connect with budgets in google sheets and showing all accounts makes it much easier to semi-automate the process.
-
Brody Ehrlich commented
It is absolute insanity that this isn't just a basic function. It's like basic database code you already have the information.
-
Emily Singh commented
I created a report to export to excel. I want to make sure specific accounts are always included so that the layout in excel does not have to be updated everytime. It is also needed so we can see and confirm there was a zero balance.
-
Inge McCarthy commented
This is absolutely required to ensure completeness of financials statements.
-
Admin Admin commented
We need compare reports from xero to other software. WE have matched all our codes, and need to have this function to be able to export and match simply, without having to spend hours tring to findout what codes/accounts are missing.
Other software has this available
-
Mike Beck commented
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
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
Dear Xero Team, implement this as soon as possible please? We need this.