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Report templates - Standard unsummarised Balance sheet option

Can we get a regular balance sheet in the Advisor (management) packs?

For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.

"More" even has an "Account codes" option, which doesn't work 😕

Come on Xero!

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Yaakov Grant shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Yaakov, appreciate it's taken me a while to get back to you here and thank you for the additional detail and I have taken a look into your interactions with our Xero Support team.

Understand that you'd like an option to have a standard option when creating report templates to select a Balance Sheet that has all groups listing each account rather than showing totals as a default. While it's not in our immediate plans, like you've noted right now it is possible to Edit the layout of the report template to deselect the Total option for each grouping and Save the layout.

We'll keep your idea here open to get a sense of interest from others in this, and I will share if there is any update around this for you here.

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  • Yaakov Grant commented  ·   ·  Report

    No, I was just trying to understand who on earth would want a summarised Balance Sheet (ie headline only version) Adviser reports in Xero HQ!

    It is really frustrating that this Balance Sheet has been grouped.

    It takes a lot of work to edit and ungroup all the dozens and dozens of groups to get the accounts to display on the BS like the regular BS on blue Xero!!

    Yes, I realise that the funcitionality on the new Syft app far outdoes these Adviser packs but nevertheless there is no reason imo why Xero cannot correct this as I still use them.

    Or is it just another example of Xero ignoring accountants for the majority of its customer base - laymen and beginners?

  • Yaakov Grant commented  ·   ·  Report

    Kelly

    Thanks but did you look at the image? I spoke to the Support team already about this.

    I am fairly certain you cannot add a customised report to HQ - see attached image of what I am talking about.

    Please do not remove this post without responding