Settings and activity
5 results found
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46 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.
An error occurred while saving the comment An error occurred while saving the comment 
Jason Chroman
commented
Customers should not have to manually drag and drop accounts.
The default on an Income Statement or Balance Sheet should be that accounts are presented in order according to their account number.Jason Chroman
supported this idea
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16 votes
You can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
An error occurred while saving the comment Jason Chroman
commented
Kelly,
Investors want to see sales and income going "up and to the right". For some reason, Xero is committed to making it difficult to show it that way.Your comment is technically true. It is *possible* to manually sort date columns. But to manually sort date columns on a report for 36 months is impractical.
It's far better to have a toggle to sort the date columns either ascending or descending.
Jason Chroman
supported this idea
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86 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
An error occurred while saving the comment Jason Chroman
commented
This would be super helpful to have on any report, but especially the income statement and balance sheet.
Jason Chroman
supported this idea
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72 votes
An error occurred while saving the comment Jason Chroman
commented
What's the point of account numbers if not be able to sort by them?
This seems like and easy and basic thing to correct.Jason Chroman
supported this idea
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6 votes
Gotcha, thanks for rounding back, Kieran. Get where you're coming from especially if you often update or add accounts.
We don't have any immediate plans around this but we'll keep an eye out and let you know if there's any plans to change, here.
An error occurred while saving the comment Jason Chroman
commented
I share this frustration. When I try grouping accounts by code, what shows up on my financial statement appears out of sequence. For example, if I group 7000-7999 and call that Marketing, what might show up on the income statement would be
7321
7125
7214
7111
etc.The major purpose of setting up codes for accounts is to be able to use those account codes in reporting. It's a trivial thing in software to sort by account code, but it's not available to the user in Xero.
Jason Chroman
supported this idea
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On the Income Statement and Balance Sheet reports, by default, accounts should be presented, in order, according to their account number.
If we add a new account, say 7250, it should show up on the income statement between account 7200 and account 7300, not in some other random location.
Yes, it is possible to drag the account and make a custom report. But dragging accounts around should be the exception not the rule. The rule should be that accounts show up properly sorted and in order.