Reporting - Ability to consolidate multiple Xero organisations
To have the ability to combine the reporting between more than one Xero org.
Purpose: Better at group budgeting and account managements
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value your input in helping us understand what matters most to our customers, and we’ll continue to review this idea for future consideration.
Thanks again for your understanding and for being such an engaged part of the Xero community.
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Simon Jones
commented
technically I'd have thought this was straight forward. A separate data dump consolidation module allowing each entity to dump p&L balance sheet and analysis codes (if required) into a data cube. It would require a "Consolidation entries " ledger to be treated as a separate entity in the data dump, and some basis accounting discipline in adhering to a standard group Chart of accounts. But apart from that - Simples! so Xero please can you just do it and stop ******* around with new expense apps that replace old ones that work fine!
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Tim Winstone
commented
We have 4 Xero entities across our group of organizations. Being able to have consolidated reporting for P&L and Balance sheet would make a huge difference. The key is that we have the ability to consolidate using tracking categories, as this is how we report in our organization.
Currently we have to do this all in Excel as other 3rd party Reporting tools do not consider tracking categories. -
Chloe Hughes
commented
Would be a game changer for us with multiple entity levels.
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Volodymyr Lysychnyk
commented
It would be great if Xero could add a mapping tool with the option to post exceptions.
I'm ready to pay for this feature. Because what is offered in the marketplace is absolutely useless. -
Adam Ross
commented
What third party do people use to achieve this? We need to be able to solve this.
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Roxanne O'Sullivan
commented
This definitely needs to be implemented, we have a group of 40+ entities, to have the ability to run one report across all entities would save hours of time each month.
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Alexandre Ung
commented
As a group of companies, each of our companies are on XERO
That is why we need to have this functionality to be able to function "centrally", and avoid to export each report 17 times (because we have 17 companies...)
Please support this development
Thank you in advance
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Fabien Ecard
commented
this needs to be part and parcel of the product. Relying too much on various third parties to do this right now. Not only it's expensive, but very time consuming.
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Andrew Lim
commented
THIS SHOULD be standard feature for customers who choose to use Xero for all their entities. Currently the only way to do this is through third party apps who charge unreasonably high the more entities you have, just to extract data and export to a spreadsheet like Excel, Sheets, etc.
And i don't think we can easily link Excel to the Xero API too as I understand they work on a Outh2 linkage and need another 3rd party add on as well.
The least Xero can do after increasing the fees is so much is to provide a free add on for customers to export data for all entities in Xero (if this can't be implemented in Xero platform itself)
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Muhammad Naeem Mumtaz
commented
Hi,
I suggest that Xero should have ability to consolidate multiple entities. It will save a lot of time and cost to their customers.
Kind Regards
Naeem -
David Elsey
commented
Have a look at https://xpna.co - consolidate as many Xero files as you need, automated eliminations, multi-currency etc etc.
You can trial it for 15 days for free.
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Elana Gold
commented
We moved to Xero to improve our accounting functionality which is sadly lacking especially with consolidations.
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Monique Wolvekamp
commented
It would be nice to have this integrated and not to rely on an add-on
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Kim Lyster
commented
We need this also, it is so time consuming having consolidate all the reports manually. Maybe I should invoice Xero for my time each month for having to do this manually.
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Kieran Holsgrove
commented
We need this! We have multiple companies and it takes a long time to manually consolidate reports for the group.
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Irene Lim
commented
Just saying - MYOB already one step ahead on this. I think Xero need to pick up their pace with this one.
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Travis Ho
commented
Guys, please use Fathom. It works perfectly on consolidating numbers among Xero entities.
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Les Harvey
commented
This feature would make Xero much more effective across multiple related entities.
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Toby Anstruther
commented
currently it is this limitation which is preventing me from using Xero more widely
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Saurabh Jain
commented
A very important feature missing from Xero