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4 results found
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272 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
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Bruno Ferreira
supported this idea
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20 votes
Hi everyone, just a quick update from our team. To align with the changes made to Xero Product Ideas, we've updated the status of this idea here.
We encourage everyone who would find this feature useful to please keep voting and sharing your comments below. Learning more about what you would use this for and how it would help your business helps our product team understand the potential impact. Your detailed feedback is a crucial part of our evaluation process.
Thanks for your continued support and for sharing your thoughts with us!
An error occurred while saving the comment Bruno Ferreira
commented
It would be a massive step up to be able to use intercompany functionalities on Xero. Currently the lack of that functionality affects reports like cash in and out; reconciliations, etc.
Bruno Ferreira
supported this idea
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4 votes
An error occurred while saving the comment Bruno Ferreira
commented
I put it as a one bill with the due date same as the last direct debit payment. However, if the system would identify the direct debit on the bill, it would be easier to reconcile (instead of selecting "match" and "split" payment.
The issue with this is that for cash flow forecast, it does not take into account the money leaving on a monthly basis.
Bruno Ferreira
supported this idea
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86 votes
Hi community, thanks for continuing to engage, and sharing your needs in adding more layers to your chart of accounts structure.
We know especially for some of our US customers that this can sometimes be a show stopper in using of Xero.
Right now, we do have a product team that have begun exploring the efforts that'd be required to implement a change of this nature - while we can't commit to any development at this point we'll share any progression with you all here. Thanks
An error occurred while saving the comment Bruno Ferreira
commented
Agreed. For lab fees account, we could assign which dentists they belong to.
Many businesses operate through a holding company and one or more trading companies using separate Xero organisations. While intercompany transactions can be recorded manually using balance sheet accounts, Xero currently treats each organisation in isolation.
It would be valuable to have optional group-level functionality allowing:
Linking of related Xero organisations within the same ownership group.
Recognition and matching of intercompany transfers between linked entities.
The ability to exclude intercompany movements from cash flow forecasting and dashboard reporting.
Consolidated group-level reporting showing the true cash position of the group.
Automatic reconciliation suggestions for matching intercompany transactions.
This would improve reporting accuracy and reduce manual bookkeeping for businesses operating through holding company and trading company structures.