Reporting - Automatic Update After changes made
Switched to Xero because of a general disappointment in QuickBooks, but one feature that I wish Xero had: When reviewing financial statements (P&L, General Ledger, etc.) and I make a change to account # (or Entity), the reports do not automatically update - I have to input all parameters and re-run the report. I have used "Find and Recode" for multiple changes, but to make one or two changes requires rerunning the report.
Any chance that Xero will update to this feature?
Linda Wagner
shared this idea
Thanks so much for sharing this, although the financial reports are designed as on‑demand “snapshots”, we are happy yo say that after you change an account code or entity you only need to click Update to rerun the report with the latest data. Meaning you don't need to re‑enter all your report settings every time. Once you’ve set your preferred date range, filters, columns and layout, you can:
- Just click Update again to recalc with the same parameters, and/or
- Use Save as > Custom to save that layout as your own report (and even make it your default), so it’s always one click away😊
