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  1. Report preferences - Ability to set Comparison periods

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Great to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks! 

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    Dominic Austin commented  · 

    I use the P&L report (a custom one) a lot and regularly compare the current period I'm analysing to the same period the previous year. I have set this as the default in my custom report.

    However, it's frustrating that as soon as you change the date you're analysing, Xero changes the comparison period back to the previous month or previous quarter etc. I want it to stick to my default of the equivalent period the previous year but I'm told this is not currently possible by Xero support so here I am!

    The only way to resolve this is to have a custom report for each timeframe you're looking for which is little clunky.

    Dominic Austin supported this idea  ·