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
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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Kara Caskey commented
This is critical to our integration with our close software
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Joan Morrow commented
It would also make completing some templates needed more efficient, as the formatting would be the same as the format required, instead of having to copy and paste individual cells.
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Tom Beecroft commented
Such a pain in the neck not to have this. Have to spend 10-15 minutes each time I export to move things around in excel. Every time! Please add this!
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Kristin Zerger commented
We need this be able to meet our clients needs.
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Gary Stocks commented
This is a major deficiency, specially when dealing with consolidated reporting and budgeting.
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Sharnie Cowburn commented
This is a fundamental requirement for consolidation and report generation. Please add an ability to run reports with Zero balances
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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?
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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.
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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.
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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.......
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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.
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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
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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.
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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.
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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.
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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.
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Inge McCarthy commented
This is absolutely required to ensure completeness of financials statements.
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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