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For small businesses: Accounting features

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Advisor pack - regular Balance sheet (not summarised!)

Can we get a regular balance sheet in the Advisor (management) packs?

For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.

"More" even has an "Account codes" option, which doesn't work 😕

Come on Xero!

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Yaakov Grant shared this idea  ·   ·  Report…  ·  Admin →
not planned  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Yaakov, sorry we've not responded to your idea here sooner. Is it possible you have a customised layout applied to the Balance sheet? If you're still finding accounts that you'd expect to be shown not appearing in the Balance Sheet report of your Management report pack I'd recommend raising a case with our team of specialists via Xero Central where we can take a closer look into what's going on.

I'll shortly remove your post from idea here, but please do get in touch with our Xero Support team.

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  • Yaakov Grant commented  ·   ·  Report

    Kelly

    Thanks but did you look at the image? I spoke to the Support team already about this.

    I am fairly certain you cannot add a customised report to HQ - see attached image of what I am talking about.

    Please do not remove this post without responding