More customisation on reports, especially management report, trial balance, etc.
What if I want to add something on the cover and content page? There should be an option to insert content, add a text block, etc. Not to mention the period customisation, we have clients that just started out and we are required to add (Date of Incorporation) behind the starting date, e.g. period from 23 August 2024 (Date of Incorporation) to 31 March 2025.
I want to also address the trial balance and some other reports as well, namely the accounting period has a lack of flexibility in terms of displaying the figures we wanted, like all I want from the trial balance is to display all figures (debit, credit) from a specific period and I am having a hard time making it work, like the "Debit - Year to date" and vice versa is not helping at all.
Honestly, older QuickBooks have a higher degree of flexibility in this department.
Ronald Suen
shared this idea
Hi Ronald, we appreciate you sharing feedback about reports in Xero, however we do need each post to be contained to one idea. This means others in community know what they're voting for, helps us understand interest in a specific functionality and ensures we can keep users updated of changes - You can view the qualities of an idea on Xero Central.
I've found 2 existing ideas that relate to points you've raised and have added your vote to these, so if there are any updates you'll be notified,
I've also found an idea around the Trial balance that may relate to what you've mentioned on the period figures view which you can support if you'd like.
You're welcome to start a new idea for another feature in a particular report you'd like to see. Thanks
