Looking to be able to select a P+L layout (screenshot one) when we go to prepare financial statements in the adviser section (screenshot 2) from the ones we prepare in a specific client file.
We end up creating a customer P+L layout to work in Xero, then create it again when preparing financials as our firm's base template always needs to be tweaked give every client has slightly different account codes and line items. Being able to set it up once rather than twice will be more efficient.
Jonathan Papailiou
supported this idea
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Looking to be able to select a P+L layout (screenshot one) when we go to prepare financial statements in the adviser section (screenshot 2) from the ones we prepare in a specific client file.
We end up creating a customer P+L layout to work in Xero, then create it again when preparing financials as our firm's base template always needs to be tweaked give every client has slightly different account codes and line items. Being able to set it up once rather than twice will be more efficient.