Reporting - Update Custom reports for change in chart of accounts
When a custom P&L is created it does not update if there is any change in the chart of accounts. For example, if we move a nominal from the P&L to the BS it will still show in the P&L if the custom report was created before the move. This is a major flaw and when raised with Xero we are told to just re-do the custom reports, some of which take a long time to do.
Peace Lawal
shared this idea
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Anna Tapine
commented
When you save a report as custom and have ALL Accounts selected, or ALL for a tracking category, and then later add more accounts or options to tracking category, these are not included when you next run the report. It only includes those that were active at the time the report was created.
Please change this so ALL remains as ALL for any selection, whether current at the time the report was created or not.
And show ALL rather than x Accounts Selected so you can quickly see if all accounts / tracking or not.
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Julie Howard
commented
Problem: When you add a new account to your COA or if your COA gets out of sort, you have to edit every P & L report.
Wish: To be able to edit once on the COA and have it automatically update all of the P & L reports based on how the COA is set up.