Reporting - Ability to create own report code structure
what about the possibility of practices creating their own report code structure? with infinite report codes capable of being added? to accommodate flexible reporting structures?
It is truly difficult to automate reporting where a practice does not control the chart structure. this is because clients often create new chart codes because their particular expense doesnt neatly fit the chart options available...so a new expense/revenue/etc account is added and then the report pack grows in size (with similar account types that really should be grouped for reporting) to the point where it is unusable...unless the practice manually maps into a "group" ongoing
Brendan Harris
shared this idea
-
Sarina Schmidt
commented
It would be good to have functionality in Xero to be able to use Report code mapping to organise/structure reports by groups. As the mapping is already putting accounts in groups and subgroups it would be good if you can run say a P&L with the accounts in the groups set in mapping instead of customising the report also.
-
Donnie Buchanan
commented
I think that might create a support issue...........they might not see an end to that one