Skip to content
← For small businesses

Enter your idea

For small businesses: Accounting features

Categories

(thinking…)

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

65 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Grant Bester shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminHannah G (Admin, Xero) responded  · 

Hi everyone, we appreciate all the valuable feedback and ideas shared here.

We can see how reporting names would be confusing to clients, so I’m pleased to let you know that our product team have recently made a change that means they are not visible for non-adviser reports 😁 This means the reporting name is only visible on templates within the Xero Business Edition and non-adviser users will always see the Chart of Account name when running their reports.

Reading through the comments here and via our support team, the main need is for clients to understand their reports, which means viewing them by COA. To be open and upfront we don't have direct plans to work on a toggle in the foreseeable future so we're moving this idea to 'not planned'.

Show previous admin responses (1)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Samantha Thomas commented  ·   ·  Report

    An upvote for toggling.

    Reporting account names when grouping would simplify reports.

    Anything to allow business flexibility and control on reports would only be an advantage.

  • Marcus Daff commented  ·   ·  Report

    Please give an option to show reporting name or chart of account name, on both practice templates and management reports.

  • Alison McLean commented  ·   ·  Report

    Xero, why have you blocked this from voting??

    A toggle to provide choices must surely be better than simply removing functionality?

  • Alison McLean commented  ·   ·  Report

    Xero, can you please consider a toggle so that we have the choice of which descriptions we want to run for reports. That is, either the chart or reporting names.

    I am now having to recreate my management report templates for clients' where the template originated from the standard template rather than adviser template.

    A toggle would provide all users with the choice and ability to change between clients as applicable.

  • Paul Howlett commented  ·   ·  Report

    Xero is allergic to giving us choices...

    EDIT: Just ran a report... Because Xero doesn't support subaccounts natively the majority of reports I've created over the past 18 months now look like c-r-a-p from this change.

  • Natasha Allnutt commented  ·   ·  Report

    Can we please change this to a toggle option so we can choose which reporting we want to show on the reports. - when printing reports on behalf of the clients its now showing the wrong details.

  • Hamish Tomlinson commented  ·   ·  Report

    Appreciate the change - now there is a way to show the accounting names on reports. I do have a number of reports that the clients use which need to show the reporting name - mainly where we have multiple repeats of code names. I personally believe that the best case in the long term would be for the default option to show the COA name, but give the option to switch to report name via a check box (same way we can choose whether to show the chart of account code).

  • 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.

← Previous 1