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  1. Chart of accounts - Add support for subaccounts

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    29 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to engage, and sharing your needs in adding more layers to your chart of accounts structure.

    We know especially for some of our US customers that this can sometimes be a show stopper in using of Xero.

    Right now, we do have a product team that have begun exploring the efforts that'd be required to implement a change of this nature - while we can't commit to any development at this point we'll share any progression with you all here. Thanks

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    Clover Melville commented  · 

    Xero have never enabled or set up SUB Accounts. It is a feature MOST needed by many clients.
    Please provide a workaround. You make the option of 'Categories' available as a quasi tool. ( I know about grouping also)
    HOWEVER it is a tricky business trying to categorise every transaction and not miss this step. Especially by other users.

    OPTION for Better Use of CATEGORIES

    When setting up an Account in the 'Chart of Accounts' Could Xero enable a feature to set a Category option here - so no matter who is working on the file - The Account used could be set up to include a set category option pulling through to the account code at invoicing, billing, Spend Money etc.

    This would enable a sure fire better option to have a closer more doable reporting system for splitting the account income and expenses for those who trully need it.

    Then The user can rely on the choosing of the account code, and this will be linked to the correct categories of various income and expenses which could be created linked by categories from conception. This would work much better.

    Clover Melville supported this idea  ·