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  1. Reporting - Ability to create own report code structure

    201 votes

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    19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    Shalea Townsend supported this idea  · 

  2. Xero HQ | Report Templates - Increase number of Director & Partner fields

    12 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

    Shalea Townsend supported this idea  · 
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    Shalea Townsend commented  · 

    This is VERY VERY IMPORTANT/CRITICAL :)