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2 results found

  1. Financial Accounts - Switch rules effect notes

    Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.

    These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.

    On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…

    56 votes

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    6 comments  ·  Reporting  ·  Admin →
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    In discovery  ·  Brigitte Anderson responded

    Hi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.

    How you can help:

    • This conversation will take about 30 minutes via video call
    • We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes

    If you're interested, please use this link to choose a time that best suits you.

    If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!

    We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.

  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.

    82 votes

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    31 comments  ·  Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we released the ability to run the Trial balance for a date range to our US customers last year, we appreciate there's quite a bit of appetite for this in other regions and have re-opened the idea so we can engage with you all and consider whether this feature can be expanded.

    We'd love to get more insights of the needs in running this report for a date range for customers based in regions outside US.

    If you'd be willing to share they will be running research across the next 2 weeks - please book a video call at a time that works for you through the link here. 💬

    Thanks for your engagement and I'll keep you updated of outcomes in this idea.

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