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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

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

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. 

Show previous admin responses (4)
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  • 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

  • Silke Dietzel commented  ·   ·  Report

    Can't believe Xero doesn't have any option for this funtion. It is really is a basic accounting function to be able to export an excel TB from Xero that includes nil balances, this would assist massively with being able to be able to map a TB into a user created excel spreadsheets. This should be sorted ASAP

  • John Schuts commented  ·   ·  Report

    Please create this option, I use a multi software budget outside of Xero and need to be able to export the data as Excel. At present I have to clean the data every time before using it.

    A simple dropdown option to include accounts with zero values would be amazing.

  • Charlotte Goodwin commented  ·   ·  Report

    Need this function PLEASE, makes it very difficult to use actuals to inform budget prep in a budget manager exported s/sheet - I want a P&L with zero balances showing please

  • Rob Paylor commented  ·   ·  Report

    As stated, this really is a basic accounting function to be able to export an excel TB from Xero that includes nil balances, this would assist massively with being able to be able to map a TB into a user created excel accounts pack spreddy. This should be sorted ASAP!

  • Sharon Frost commented  ·   ·  Report

    There should be an option to show zero option to show zero balances, this should be a basic function.

  • Marie Stewart commented  ·   ·  Report

    If all GL accounts can be exported it can easily imported into my excel template without much manipulations for reporting and checking.

  • Alex Scobie commented  ·   ·  Report

    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  ·   ·  Report

    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.....

  • Matthew Page commented  ·   ·  Report

    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.

  • Pauline Doyle commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • Edward Ka commented  ·   ·  Report

    Should be a basic function to have the option ot show zero balances

  • Ray French commented  ·   ·  Report

    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.

  • Prentiss Johnson commented  ·   ·  Report

    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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