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Hi, just to piggyback off this: Is there a way to set an organisation-wide default to sort the reporting by account code?
I am probably going to have to train a new team on Xero in the near future and I'd rather they not need to contend with accounts appearing out of order by default.

I have created COA with nominal codes so I can add a rule of which codes I want in each section of customised report, unfortunately this has not brought them up the nominal code order or alphabetical order and by using a rule you cannot drag and drop accounts into the order you require. This means that each time a new nominal code is added I have to revisit the reports

As a general rule, depreciation on different types of asset has an account number that's the account number for the relevant asset +1 (eg 720 Computer Equipment and 721 Depreciation on Computer Equipment).

The depreciation should therefore always show up on balance sheets immediately after the relevant asset. Not several lines away!

Similarly, we always group expenses by type where possible in the chart of accounts - especially when it comes to employment-related expenses, it's useful to have them show up together on the profit and loss report.

On the Income Statement and Balance Sheet reports, by default, accounts should be presented, in order, according to their account number.

If we add a new account, say 7250, it should show up on the income statement between account 7200 and account 7300, not in some other random location.

Yes, it is possible to drag the account and make a custom report. But dragging accounts around should be the exception not the rule. The rule should be that accounts show up properly sorted and in order.

Customers should not have to manually drag and drop accounts.
The default on an Income Statement or Balance Sheet should be that accounts are presented in order according to their account number.

Hi Xero, please combine all the similar threads on this topic to truly understand the need for this to be addressed. Thanking you

As a new user all our data has been migrated with our contacts listed alphabetically with the majority being under M for Mr & Mrs etc. They all have account numbers so I'm asking if it could be made possible to resort the list in account number order rather that alphabetical.

Make financial statements output in account code order even if account codes aren't shown. I've noticed that the statement does NOT come out in the same order. When account codes are not shown, the financial statements. See the attached PDFs to see the difference. Financial statements should always print in Account number order.

You cannot drag and drop codes that are added within a range, so in custom reports you are stuck with alphabetical only.

Surely this would take one of the engineers an hour to add in a simple sort function?

The more I'm seeing of the new reporting formats, the more I'm realising that the internal team at Xero have zero care for the thoughts/desires/needs/wants of their external customers and have had aimed to get zero input from it's customers and just do what they want without any real consultation with it's users to see whether they ideas are good ideas and warranted or not.

Any update on getting the Budget Manger by account code?

I would like the ability to just sort by account code on customised reports. On standard reports this is an option but when you customise it loses this ability which is frustrating as alot of our reports are customised.

Hi! Bringing this post back to life - do you have an ETA on this as it's a basic functionality and not really a feature request?

We are in the midst of switching over a franchise organization to Xero and not being able to budget and import a budget based off of account code is extremely limiting! Not all companies go off of account name, and use account code/number, so without this option, it seems to devalue the accounting software

The Budget manager account naming convention is eg Car sales (4001) whereas in the new PL reports it is either just Car sales or 4001 - Car sales. This means we can't use vlookups to populate the budget manager templates when we do our quarterly reforecasts - we have to type them into manually. The naming convention should be the same across all reports.

I'm surprised it isn't an automatic feature. Existing report formats allow sorting by Account Name or Account Code, so I would expect it to be a standard feature everywhere. Alphabetizing looks professional but sometimes Account Code is appropriate for other reasons - give users the functionality to decide what works best for them.

Pretty basic functionality. I am surprised it isn't there. My edited reports are a mess, because Accounts are all over the place