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Reports - Toggle display names (Reporting v Account name)

Where the "Reporting Name" feature is used when creating accounts, it would be great to be able to select either account name or reporting name when running reports such as the BS, P&L or trial balance

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Grant Bester shared this idea  ·   ·  Report…  ·  Admin →
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  • Pat Dargan commented  ·   ·  Report

    Our old reports were based on the chart of accounts names, with the retirement of the old reports, this is critical.

  • Kelly Vardy commented  ·   ·  Report

    This is absolutely critical, with the retirement of the old report templates functionality within Xero is reduced without this feature.

  • Jennine McHugh commented  ·   ·  Report

    Definitely a critical feature we would love to be able to use, especially after the old P & L and balance sheet reports get phased out!

  • Evan Warring commented  ·   ·  Report

    Definitely a critical feature we would love to be able to use, especially after the old P & L and balance sheet reports get phased out!

  • Catherine Yeo commented  ·   ·  Report

    Can't believe that this issue/idea was raised back in Aug22 and yet Xero do nothing about it! It is so important that clients able to run their own P&L and Balance Sheet using the account names they setup for management reporting. The accountant only preparing the FS annually. Totally not happy about this, Xero! The changes you are making are causing a lot of more issues. Please retain the old reporting if you unable to get this fix by 31 July 2023.

  • Carl Marinovic commented  ·   ·  Report

    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023.

  • Stacey Sharp commented  ·   ·  Report

    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023.

  • Rachel Jewell commented  ·   ·  Report

    It's important that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023. Xero needs to be accessible to both the clients and the accountants.

  • Matthew Le Maitre commented  ·   ·  Report

    The old format is critical for clients who run bespoke reporting. This will result in clients not happy with xero

  • Kristie Dimitrijevski commented  ·   ·  Report

    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023.

  • Hayley Bodrogkozy commented  ·   ·  Report

    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. Please provide clients with an option to run reports using account names when the old reports are no longer available.

  • Thomas Pinjuh commented  ·   ·  Report

    Agreed! It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023.

  • Daniel Blount commented  ·   ·  Report

    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023.

  • Tahlia Sinnott commented  ·   ·  Report

    Clients needs to be able to run their P&L and Balance Sheet using their selected account names. If you want Xero to be a product for both client and accountant purposes, you need to have both options as they are needed for different purposes.

  • Natalie Dasayon commented  ·   ·  Report

    Strongly agree with everybody's comment on this. 
    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023.

  • Krissa Valdez commented  ·   ·  Report

    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023

  • Gilbert Santos commented  ·   ·  Report

    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023.

  • Cherry Palod commented  ·   ·  Report

    Agree! It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023.

  • Venus Calango commented  ·   ·  Report

    It's vital that clients can run their own P&L and Balance Sheet using the account names they are used to. The reporting names are used by accountants when preparing their FS in Xero. Please provide clients with an option to run reports using account names when the old reports are no longer available after 31 July 2023

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