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
  • 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

  • Mets Parayno 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.

  • Felicity Charles commented  ·   ·  Report

    100% agree with Katie's comment. We need this change actioned before the end of July 2023.

  • Luke Pinjuh 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

  • Kellie Taylor commented  ·   ·  Report

    On the new P&L and Balance Sheet report layouts, we really need to be able to see the account code name, rather than the reporting name - an option for either would be great. If we have a non-deductible code, this is stated in the account code name (EG Entertainment non-deductible) but not in the reporting name (EG Entertainment), so it is very difficult to identify non-deductible codes in the new layouts. We can't change the reporting names because these are used in the Financial Statements reports.

  • Ben Ricciuti commented  ·   ·  Report

    I have also had this problem raised before by clients. I am keen to see this option made available for more reporting flexibility when working with a clients file. Keen on seeing this done before the change over on 31st July.

  • Dylan Davis commented  ·   ·  Report

    This is crucial for firms that are trying to use a Xero file simultaneously for both the clients books and year end accounts.

    Sort it out Xero

  • Dylan Davis 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.

  • Jackie Sawyer commented  ·   ·  Report

    100% agree with Katie's comment. Please could we have the flexibility on the reporting options available

  • Nicholas Bethune commented  ·   ·  Report

    Further to Katie's comment below - 100% second this.

    Please make this available.

  • Katie Terpstra 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.

  • Zoe Giles-Jones commented  ·   ·  Report

    For general reports Profit & Loss & Balance Sheet, there be a choice to use account names or report names (similar to how there is a choice to show account codes or order by report name).

  • Anastasiia Dorodnaia commented  ·   ·  Report

    Right now it’s not possible to run the new Balance Sheet report using Account names (as per Chart of account) rather than Reporting names. Reporting names can only be added or edited at a Practice level; therefore, you will need to ask your external accountant to make this change for you if you need. "Old" Balance sheet" could be formed in Accounts name and codes. We need to have the option of how to represent the report in Accounts name (and codes) or in Reporting name.

2 Next →