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  1. Reports - Toggle display names (Reporting v Account name)

    65 votes

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    40 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, we appreciate all the valuable feedback and ideas shared here.

    We can see how reporting names would be confusing to clients, so I’m pleased to let you know that our product team have recently made a change that means they are not visible for non-adviser reports 😁 This means the reporting name is only visible on templates within the Xero Business Edition and non-adviser users will always see the Chart of Account name when running their reports.

    Reading through the comments here and via our support team, the main need is for clients to understand their reports, which means viewing them by COA. To be open and upfront we don't have direct plans to work on a toggle in the foreseeable future so we're moving this idea to 'not planned'.

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    Catherine Yeo commented  · 

    Can't believe that this issue/idea was raised back in Aug22 and yet Xero do nothing about it! It is so important that clients able to run their own P&L and Balance Sheet using the account names they setup for management reporting. The accountant only preparing the FS annually. Totally not happy about this, Xero! The changes you are making are causing a lot of more issues. Please retain the old reporting if you unable to get this fix by 31 July 2023.

    Catherine Yeo supported this idea  · 

  2. Reporting - Retain Old Report Formats

    9 votes

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

    Hi everyone, appreciate the interest and feedback on the style of Xero's new reports. Being quite open, older style reports will be retired on 31 July this year (2023) and there will be no ability to retain and continue using the older report formats beyond this date. 

    We do want to hear if there are specific differences in the older styles that you'd like to see in the new and welcome you to start ideas for these individuals changes that we can gather support on and could be developed and reflected in the newer versions, but to be upfront here we'll move this idea to Not Planned. 

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    Catherine Yeo commented  · 

    New reports is awful and not user friendly.

    Catherine Yeo supported this idea  ·