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
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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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Hankley Common GC commented
This is essential to help us with our budgeting
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Holly Mapletoft commented
This is fundamental to ensuring consistency.
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Marie Stewart commented
If all GL accounts can be exported it can easily imported into my excel template without much manipulations for reporting and checking.
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Alex Scobie commented
1. I want a Trial Balance with $0.00 balances.
2. Cannot get this functionality.
3. Contact Xero support. Xero support advises functionality not in Xero.
4. Xero support refers me to Xero Product Ideas.
This process drives a truck through my productivity. Thanks Xero -
Mike Beck commented
It would be so useful to be able to run a Trial Balance that includes all accounts, including those with a zero balance.
I thought it used to be possible in Xero maybe I'm mistaken?
Most accounts systems give that option and it can't be hard to do.
Please.....
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Matthew Page commented
I want to run budget variance reports across multiple tracking codes (separate tabs) that feed into a consolidated sheet - all in Excel. Not having zero balances means a lot of extra time spent correcting for new lines each month. It's a huge time waster which would be fixed by having all lines each month so that cell references never change.
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Pauline Doyle commented
I absolutely agree that accounts with zero balances should still be reportable. I believe this is a major short coming, particularly for balance sheet accounts. There should be a filter or option to allow this setting to be chosen.
I thought something major was wrong when not all my bank accounts were listed on the balance sheet report!
Some reports already have the option to include account codes. -
Jess Corbett commented
I need the option to show contacts that have a zero balance, in an Aged Receivables report filtered by contact group.
It would clearly indicate to the recipient of the report that all contacts that should be on the report, are on the report.
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Edward Ka commented
Should be a basic function to have the option ot show zero balances
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Ray French commented
For anyone doing serious reporting outside of Xero this requirement is a necessity. It absolutely staggers me that Xero has not addressed this issue considering how long users have been asking for it. Just get it done Xero, it can't be that hard to fix it.
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Prentiss Johnson commented
this is critical. if a balance sheet account has had any activity, even if the current balance is $0, then it should show the balance as $0.
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Mandy Palmer commented
We have a budget outside of Xero becuase of 13 periods and it would be very useful to be able to copy paste the P&L values across when needed. At the moment we have to manually type the values as there is no option to include zero balances.
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Karvan Jayaweera commented
Why hasn't this been addressed? MYOB has this option, come on Xero the time we spent lining reports up because of this is so frustrating.
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Rachel Kilgour commented
Needed for Public Benefit Entity as one of the Charities reporting requirements to show certain items even if they have not had any expenses in this category for the last couple of years.
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Christopher Brown commented
Hugely frustrating that this is not an option. I guess since the original request is from 2014 that it is unlikely to happen.
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Suzanne Platt commented
Please have a tick box to include or omit zero values. When combining different entities or just period to period, having a different number of lines depending on the activity is frustrating. Plus, I'm consolidating more than 1 entity, so this is double frustrating. Balance sheet & P&L please.
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David Collins commented
100% agree to have the option to show zero balances. When I looked at a Balance sheet recently, one of our accounts was zero but my first thoughts were that it was missing. Also I share this report with board members. They asked about the missing account from the report. Thanks