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For small businesses: Accounting features

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Reports - Add custom reporting template

One custom template layout that could be transferred over all reports. We have multiple nominal codes for income and expenditure which means a lot of work to set up a new custom report. I currently have to export into excel which can cause errors.

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Cecilia Guntrip shared this idea  ·   ·  Report…  ·  Admin →
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  • Matthew Wall commented  ·   ·  Report

    Adviser year-end account templates - it would be great if when allocating account codes to categories in the P&L/BS, they also updated in automatically in the cash flow statements and the notes 1-4.

    This would both save time and also remove the chance of human error - there is always the possibility of accidentally allocating differently.

  • Alison Habebi commented  ·   ·  Report

    Need to be able to share P&L customised layout into Budget report, or add budgets into P&L filters- or both

  • Florin Florean commented  ·   ·  Report

    I reckon the answer is not what we expect and the question was about Chart of Accounts. It seem Xero has no ability to create your own COA

  • Rhoda Chinnarajulu commented  ·   ·  Report

    As accountants we create a custom report. Can we use this customized report for all clients across our firm ?

  • Sushma Clark commented  ·   ·  Report

    Historically, we could create a PL or BS template and use it in any reports or layout and if any changes were made to the template this would update all the reports that had a PL or BS. However, in the new reports this function is unavailable, which means you have to amend the report in all the management reports you have created which has increased production time considerably.
    I dont understand why this function has been removed,please bring it back or something similar!

  • Caitlin Ottley commented  ·   ·  Report

    It's not currently possible to copy schedules or the groups that you've prepared in a report to another report.

    It would be great if we could either copy and paste the schedule and groups to a new report in a report pack and/or link it to the original report, so that any adjustments made to the original report could be quickly replicated. Example being grouping expenses in the P&L and then creating a separate Schedule of Expenses report to show some of the breakdown.

  • Susan Kings commented  ·   ·  Report

    We need the ability to copy report layouts from one report type to another. For example I have customised my P&L report by grouping accounts under headings. It would be good to be able to copy the same layout to budgets etc without having to spend time customising the budget report to match.

  • Lynn Collins commented  ·   ·  Report

    Have the ability to create report templates using a different set of COA's rather than the Xero standard version.