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!
Yaakov Grant
shared this idea
Hi Yaakov, appreciate the feedback however still a bit of confusion of what you're actually after here as you initial screenshot showed the Management reports within Xero blue, whereas you're latest image shows the Report Templates in Xero HQ.
Is it possible that you're trying to add a Custom report that you've created in a client organisation to a Report Template? If so, we have a similar idea that was raised for this, but I want to be upfront that we don't have any plans for developing this.
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Yaakov Grant
commented
No, I was just trying to understand who on earth would want a summarised Balance Sheet (ie headline only version) Adviser reports in Xero HQ!
It is really frustrating that this Balance Sheet has been grouped.
It takes a lot of work to edit and ungroup all the dozens and dozens of groups to get the accounts to display on the BS like the regular BS on blue Xero!!
Yes, I realise that the funcitionality on the new Syft app far outdoes these Adviser packs but nevertheless there is no reason imo why Xero cannot correct this as I still use them.
Or is it just another example of Xero ignoring accountants for the majority of its customer base - laymen and beginners?
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Yaakov Grant
commented
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
