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11 results found
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5 votes
An error occurred while saving the comment Kaci Magallanes supported this idea ·
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14 votes
Kaci Magallanes shared this idea ·
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105 votes
Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
Kaci Magallanes supported this idea ·
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10 votes
Kaci Magallanes supported this idea ·
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34 votes
Kaci Magallanes supported this idea ·
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29 votes
Kaci Magallanes supported this idea ·
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160 votes
Kaci Magallanes supported this idea ·
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16 votes
Kaci Magallanes supported this idea ·
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39 votes
Kaci Magallanes supported this idea ·
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201 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…
Kaci Magallanes supported this idea ·
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93 votes
Kaci Magallanes supported this idea ·
On the new GL detail report, we need the YTD column added back, as well as an option to only show accounts with transactions that period.