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    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…

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    Brendan Porter commented  · 

    For customising the notes to the accounts on financial statements it would be really helpful to have the ability to add more user defined report mapping codes for each client. Case in point, assets under finance. The notes look very ugly in the way it is reported, grouping all the current/non-current liability types together. Through allocating each account to its own user defined each individual finance can group the liability and unexpired interest to separately total each asset under finance (see attached example). Some of my clients have up to 10 assets under finance so that would require the ability to have at least 20 user defined current and non-current liability accounts. So having the ability to add as many as is needed would allow us to present more professional looking reports.

    Brendan Porter supported this idea  ·