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  1. Xero HQ - Combine custom reports with Adviser report

    19 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Kristen Ryan commented  · 

    I have tried to make the switch today to start using the new reports, Balance Sheet, Profit & Loss & General Ledger in particular.

    After creating a customised layout for each of these reports & then saving them as bookmarks, I now realise that this does not work...

    You should have the ability to be able to create a report;
    - This financial year
    - Compare to prior 2 years
    - Show account codes
    And then save this report as a bookmark to be able to use in the future & also in other xero files, not just the one that you created it in.

    We need to be able to refresh the reports when changing Xero files.

    Having to create customised reports in each Xero file is very time consuming.

    Kristen Ryan supported this idea  ·