Reporting - Allow Memo Accounts for non-financial information
We would like to be able to capture non-financial (eg head count) and statistical numbers (eg Order Book) in Xero and add it into Xero reports alongside the existing financial information for management reporting
Currently it seems that accounts that are added automatically appear in the Chart Of Accounts.
Could another Account Type be created that allows memo accounts to be created outside the CoA?
Howard Markillie
shared this idea
Hey team! Thanks for engaging with us about your needs in being able to add non-financial data in to Xero to help with tracking and reporting.
While not within individual reports themselves, we'd love to share how this can now be achieved with Xero Analytics.
We've introduced an External Data tool that allows you to input non-financial data. You can then use this data in custom metric calculations, from the Business Health Scorecard section, and/or visualise this non-financial data on your Analytics Dashboard. 😊
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Win Smith
commented
I've been seeing so many promos for KPIs and analytics reporting so I went to add non-financial data and was surprised no method existed. I'm not sure KPIs can exist without this. CAC, Churn, LTV, headcount ratios, pricing averages, customer segments, average ticket sizes, store counts...tracking categories is not an answer to this. If I have no way to add non-financial accounts then I cannot move my reporting to Xero.