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3 results found

  1. Trial Balance With Category of Accounts - Grouping of Same type of accounts like Current assets, libailities, Income and Expenses

    Please Allow Xero Users to Add Category in Trial Balance and Group Accounts under same category like Profit and Loss Statement and Balance Sheet have.

    1 vote

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    0 comments  ·  Settings & user roles  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    You can already group by Account Type in the Trial Balance report, Chitrang! 🙂 Simply click the Grouping/Summarising option within the report where you'll see Account type as an option.

  2. (UK) Year End date change to bases period reforms

    With the new basis period changes coming into effect, some clients may want to change their year-end from 30.09 to 31.03. Currently changing the year-end in Xero will cause previous opening balances to change and most likely mean any working papers produced in Xero will no longer match the accounts.

    It would be a useful tool to have something whereby a previous accounting period end could be locked so a new year-end could be chosen without messing up the old year-end balances.

    67 votes

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    17 comments  ·  Settings & user roles  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I can now confirm we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date within your organisations Financial Settings. 

    Just to recap for anyone new coming across the idea here - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero. 

    • Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings. 
    • The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years. 
    • In Xero Tax, you’ll be…

  3. Dashboard | Cash in & Out - Link to new bank account summary

    Reports: Bank Summary Report
    The recent shift to new reports has not considered the Bank Summary Report. It is an important report in the sense that it tracks movements and balances for all the banks.
    Please consider creating the Bank Summary report in the new format.

    2 votes

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    1 comment  ·  Settings & user roles  ·  Admin →
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