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Agree with the other comments. This is a backward step from our previous software, and an inefficiency that affects every practice that uses Xero.

Agree that this is critical. We're surprised that this is how the Xero financial statements work. The manual processes required to generate a set of financial accounts year to year is costing us a lot of time.

We are very surprised that all the date field codes have become static in the notes to the financial statements due to editing layout. This is causing a lot of problems, as most of our financial we have had to edit layout to tailor the client accounts to hide irrelevant accounting policy notes as Xero does not do that automatically and when the switch/flip on the account doesn't work automatically in the notes as it does in the balance sheet. As a result this is now causing a problem in a lot of reports that we now have to manually update. I think it would be ideal if you could insert field at the client report level. I'm not sure why it can only be done at the report template level. We would really appreciate if you fix this. The preparation of financial report is very manual and inefficient due to features such as this.

Yes! This, and similar issues make rolling over accounts each year take so much extra time, doing and checking for tasks that a computer should be automating.
In the same vein:
* being able to add comparatives for the prior year to all reports should be a quick easy option.
* Xero financial reports should remember when we select to "include cents" and default to that next time, at least for that client. (Current behaviour is that it always defaults to rounding to the nearest dollar, and is a huge pain to reset each and every report if I forget to select cents one time.)
* It is a lot of work to locate and map a financial report code to new accounts added to a chart of accounts, for new accounts added since last year. There should be an interface that shows what are all the new accounts recently added that have a balance at year end, and lets you quickly map them to a spot in the financial statement report.
* Alphabetise (or add it as an option to trigger a re-sort) the entire list of accounts displayed in reports (eg. P&L), including the ones in groups. (Current behaviour is that groups appear first in P&L expenses report, even though the grouped accounts look the same as an individual account once previewed/printed.)
* The whole financial reporting interface feels a bit tired and quite inefficient. Please can Xero sit with some firms who use this and re-imagine a better workflow, so that rolling over from one year to the next is not an hours-long process just to produce a report, because the whole process should be way quicker, especially when there have been minimal structural changes to the underlying business itself.
* Instead of a huge vertical scrolling interface that make moving accounts difficult, because clicking into groups to reveal sub-accounts to search for account lines and then dragging them up and down is slow and inaccurate, maybe the list of accounts (and unused/new accounts) could be on the left of the screen, and can be dragged across to the right-hand-side of the screen onto the WYSIWYG report page on the right.

This is critical to ensure efficient processes across our practice.

Yes this is very frustrating, please put back these as auto updating.

We understand that software updates and improvements are a continuous effort, and we greatly appreciate the work that goes into enhancing the Xero platform. However, these seemingly minor issues have a significant impact on our ability to prepare our financial reports efficiently.

We kindly request that you consider reviewing this issue and exploring a solution that prevents the removal of date field codes when making layout edits. This adjustment would greatly contribute to streamlining our workflow and maintaining the integrity of our reports.

As a major accounting software provider, we believe that addressing such concerns helps demonstrate your commitment to supporting your users in their financial reporting endeavors. Our organization, along with many others, relies on Xero to streamline our accounting processes, and we believe that this adjustment could significantly enhance our experience with your platform.

This is a backwards step from our old software provider.
Having to manually deal with this will remove other efficiencies gained with the change to Xero along with risk of not picking all the changes up.

Remove manual adjustments and that creates efficiencies, overcomes possibility of errors and saves time.
Sounds like a great idea to me.

This is critical!!