Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
[Deleted User]
shared this idea
-
Gareth Burton
commented
Given Xero's push for 'beautiful accounting' I find this very frustrating, editing reports at every single client level for what I consider to be pretty basic formatting is really disappointing. The practice level report should allow for report codes to be reordered within their groups. I don't want rent, rates and utility costs to be at the bottom of the establishment costs section because they start with 'R', they should be able to be re-ordered within the cost group at the top at a practice level as I want all clients to have that order (and then occasionally re-order at a client level. This is massively inefficient for our firm's reporting