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62 results found

  1. Reporting - Option to add account numbers & zero balances to financial statements

    Ability to have to have a check box for "Include Account Numbers" and "Include or Omit Zero balances".

    Purpose: Because it demonstrates completeness to show that the balance actually is zero

    212 votes

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    106 comments  ·  Reporting  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as of today the ability to show nil(zero) balance accounts in reports is live to all users!

    To confirm, there are 2 ways to turn this on. Either through a blanket selection in the Report preferences, or via a toggle on and off option within the 'More' menu of the following reports;

    • Balance Sheet
    • Profit & Loss (Income Statement)
    • Statement of Cash Flows - Direct Method
    • Trial Balance
    • Cash Summary
    • Movements in Equity
    • Blank report
    • And, Report templates

    As we close out this idea, we want to say a big thank you to everyone that's shared their interest in this with us overtime. 

  2. Trial Balance - Ability to run for a date range

    The ability to run a date range in a Trial Balance report.

    Purpose: Having more flexibility when running the report by having the date range function.

    84 votes

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    32 comments  ·  Reporting  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, happy to come back to share that this is now live to all organisations!

    You'll find this as a new report in your Reports Centre called 'Trial Balance by Date Range' under the Taxes and balances section 😊

    Along with common date options, you'll be able to set and run the report for a custom date range to suit your needs.

    Thanks again for all the engagement and interest we've received from you all in this through Xero Product Ideas.

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