Reporting - Ability to view balances while in edit layout function
Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.
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Steven Cuffe commented
After selecting "Edit Layout" it would be great if you could still see the account balances so you can see you changes without the need to select "Done" and then re client on Edit Layout again if the changes were incorrect.
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Abhinav Ashok commented
Hello Xero,
I too feel that it is a critical piece that can help us in creating the financials in more efficient manner and less prone to data-loss with multiple windows opened at the same time. Right now in the Edit Layout mode it shows all zeros, hence, kind of useless information there. If it can show the account balances, it will be very helpful in mapping the accounts (esp in case of takeover clients - new Xero files with comparative info), and better presentation in less time.
We will appreciate your action on this!Thank you,
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Isabel Brew commented
This is a logical function, that our other financial statement software solutions have as a bare minimum requirement for mapping. Ordinarily clients will have robust chart of accounts, that have been developed over a long period of time, with a subset of this in use - most often it is not efficient or necessary to map all accounts, where accounts with balances are most relevant or to assist us in drilling down quickly to the number we are looking for in the edit mode. Where you need to toggle between edit and not in edit mode while preparing financials, you have an increased risk of navigating away from the page and losing unsaved data - which can create large amounts of rework. This would be a minimum important function expected of the financial statement edit mode.
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Flynn O'Meara commented
As well as the balance I'd like the account code to be visible too - that'd help with the new Include Rules.
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Robby Usasz commented
Add account balances in the mapping view, otherwise I find I need to constantly exit out and expand account groups to see which ones have balances and which ones can be ignored or deleted as they are nils.