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'Chart of Report Codes: A powerful features for Advisors' has been merged into this idea

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Reporting - Ability to create own report code structure

what about the possibility of practices creating their own report code structure? with infinite report codes capable of being added? to accommodate flexible reporting structures?

It is truly difficult to automate reporting where a practice does not control the chart structure. this is because clients often create new chart codes because their particular expense doesnt neatly fit the chart options available...so a new expense/revenue/etc account is added and then the report pack grows in size (with similar account types that really should be grouped for reporting) to the point where it is unusable...unless the practice manually maps into a "group" ongoing

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Brendan Harris shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

We see the value in providing more customisation in reporting. Right now we have some more codes in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

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  • Tinus Steenkamp commented  ·   ·  Report

    Agreed, if Case Ware and Draft Worx can include this functionality then Xero can also.

  • AI WEE CHONG commented  ·   ·  Report

    Let me share an example, the Report Code【EXP.COS.PUR】, is applicable for both goods and services. However, as advisors, we are unable to adequately address situations where a company operates in two distinct business lines: sales of goods and provision of services.

    The current setup only allows a report code to be mapped to one business activity. As a result, we face limitations when preparing reports that require a clear distinction between the cost of goods sold and the cost of services rendered.

    For reference, I have attached a sample to illustrate the issue more clearly.

    Therefore, I strongly encourage Xero to consider enabling report code customisation on the advisors' end, which would significantly improve reporting flexibility for businesses with diverse operations.

  • AI WEE CHONG commented  ·   ·  Report

    Let me share an example, the Report Code【EXP.COS.PUR】, is applicable for both goods and services. However, as advisors, we are unable to adequately address situations where a company operates in two distinct business lines: sales of goods and provision of services.

    The current setup only allows a report code to be mapped to one business activity. As a result, we face limitations when preparing reports that require a clear distinction between the cost of goods sold and the cost of services rendered.

    For reference, I have attached a sample to illustrate the issue more clearly.

    Therefore, I strongly encourage Xero to consider enabling report code customisation on the advisors' end, which would significantly improve reporting flexibility for businesses with diverse operations.

  • AI WEE CHONG commented  ·   ·  Report

    Xero HQ should include a feature called ‘Chart of Report Codes,’ functioning similarly to the Chart of Accounts in Go Xero. This feature would allow Advisors to define and customise Report Codes themseves, rather than relying on Xero's predefined Report Codes, as they possess a deeper understanding of their clients' accounts than Xero. Consequently, Advisors could generate diverse Management Report Pack templates based on different sets of Report Codes configurations to accommodate diverse industries.

  • AI WEE CHONG commented  ·   ·  Report

    Xero HQ should include a feature called ‘Chart of Report Codes,’ functioning similarly to the Chart of Accounts in Go Xero. This feature would allow Advisors to define and customise Report Codes themseves, rather than relying on Xero's predefined Report Codes, as they possess a deeper understanding of their clients' accounts than Xero. Consequently, Advisors could generate diverse Management Report Pack templates based on different sets of Report Codes configurations to accommodate diverse industries.

  • Faye M commented  ·   ·  Report

    Can we have a EXT.SELL report code to map selling expenses?

  • Brendan Porter commented  ·   ·  Report

    For customising the notes to the accounts on financial statements it would be really helpful to have the ability to add more user defined report mapping codes for each client. Case in point, assets under finance. The notes look very ugly in the way it is reported, grouping all the current/non-current liability types together. Through allocating each account to its own user defined each individual finance can group the liability and unexpired interest to separately total each asset under finance (see attached example). Some of my clients have up to 10 assets under finance so that would require the ability to have at least 20 user defined current and non-current liability accounts. So having the ability to add as many as is needed would allow us to present more professional looking reports.

  • Sarina Schmidt commented  ·   ·  Report

    It would be good to have functionality in Xero to be able to use Report code mapping to organise/structure reports by groups. As the mapping is already putting accounts in groups and subgroups it would be good if you can run say a P&L with the accounts in the groups set in mapping instead of customising the report also.

  • Melissa Peters commented  ·   ·  Report

    It would be great to have the ability to have custom report codes so that we don't have to use unrelated report codes to achieve our reporting needs - especially as reporting requirements change (such as the incoming not-for-profit reporting changes). At the same time we don't want to lose the functionality across the Xero platform.

    But would be good to be able to create a "Custom Name" report code (such as "Capital Grants") and then assign this to a Xero Product level report code (such as the existing Grants - Rev.Oth.Gra). This would allow the reports and Xero workpapers to run as needed for the practice but set reports like the IR10 import into Xero tax could still un off the Xero level report codes.

  • vonda henry commented  ·   ·  Report

    I spend time creating reports that allow me to separate different types of revenue stream.

  • Jennifer Hewitt commented  ·   ·  Report

    Hi, yes, would like to see the ability to rename the user defined codes.

    Also for not for profit entities further report codes are needed as there has been a change to the financial reporting standards, which can be adopted from this year so this would be really good. Thanks

  • Jase Austin commented  ·   ·  Report

    We need to make sure all information that is given to us. We had information that will support that.

  • Blake Walsh commented  ·   ·  Report

    We would like more report user defined expense report mapping rather then just stopping at 5, it cant be that hard to just add say 10 more for better customisation options, you either will or wont use them but atleast theres a choice to expand...

  • Anne Topham commented  ·   ·  Report

    Also need to be able to report in accordance with NFP Tier 3 requirements - currently the reporting in the templates doesn't support this.

  • Franca James (GT Admin) commented  ·   ·  Report

    In order for us to build financial statement templates to produce financial statements at a consistently high standard and quality for all of our different clients of various types, size, industries and circumstances, it is critical to increase the number of report codes. We are very limited currently which is causing risk and efficiency issues.

  • Zoe Giles-Jones commented  ·   ·  Report

    We require additional report codes, particularly for financials, in the Adviser reports. More codes are needed to group and map Fixed Assets, and it's necessary to further breakdown Plant and Equipment into categories such as Furniture & Fittings and Office Equipment. We spend excessive time modifying report layouts to achieve this, and automation would be more efficient. Additional user-defined fields that are compatible with our practice would also be advantageous.

  • Donnie Buchanan commented  ·   ·  Report

    I think that might create a support issue...........they might not see an end to that one