Xero HQ Chart of Accounts missing field
Chart of Accounts
Xero HQ import personalised chart of accounts, the current process does not allow the report name to be included. This requires editing of the chart once imported to the client. Would be helpful to have this field available to update the chart templates, saving staff time amending all charts.
Trina Eade
shared this idea
Into a fresh year with good news - You'll find the Chart of Account import template for Xero HQ now includes a field for Reporting name! 😁
Thanks for your inputs, everyone.
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Courtney Russell
commented
Would be a very useful feature!
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Aaron Pullar
commented
Good to see this in progress, HQ Chart of Accounts Library is a good feature but missing that field means it is incomplete.
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Donnie Buchanan
commented
That is great news, its a valuable column to have.
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Team Support
commented
We have been able to import a reporting name through normal Xero for some time. Not being able to include this field in the COA import feature in Xero HQ plays havoc with the custom COA we have created based on Xero's own import options.
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Cameron Tor
commented
We have been able to import a reporting name through normal Xero for some time. Not being able to include this field in the COA import feature in Xero HQ plays havoc with the custom COA we have created based on Xero's own import options.