Skip to content
← For small businesses

Enter your idea

For small businesses: Accounting features

Categories

(thinking…)

Reporting - Allow Memo Accounts for non-financial information

We would like to be able to capture non-financial (eg head count) and statistical numbers (eg Order Book) in Xero and add it into Xero reports alongside the existing financial information for management reporting
Currently it seems that accounts that are added automatically appear in the Chart Of Accounts.
Could another Account Type be created that allows memo accounts to be created outside the CoA?

5 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

Howard Markillie shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

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

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
  • Win Smith commented  ·   ·  Report

    I've been seeing so many promos for KPIs and analytics reporting so I went to add non-financial data and was surprised no method existed. I'm not sure KPIs can exist without this. CAC, Churn, LTV, headcount ratios, pricing averages, customer segments, average ticket sizes, store counts...tracking categories is not an answer to this. If I have no way to add non-financial accounts then I cannot move my reporting to Xero.