Settings and activity
6 results found
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52 votes
An error occurred while saving the comment Mets Parayno supported this idea ·
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45 votes
An error occurred while saving the comment Mets Parayno commented
This would be a helpful feature! Thanks.
Mets Parayno supported this idea ·
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54 votes
Mets Parayno supported this idea ·
An error occurred while saving the comment Mets Parayno commented
I agree! It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports
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88 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Mets Parayno supported this idea ·
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52 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
Mets Parayno supported this idea ·
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200 votes
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…
Mets Parayno supported this idea ·
Please incorporate this in a payroll report. It will make some reconciliations easier. Thanks.