Settings and activity
5 results found
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59 votes
Hi everyone, thanks for continuing to share and support in this idea. Your feedback has been valuable to our team as they continue to plan their roadmaps.
We'd like to share that we're currently developing a quick sort option on the Trial Balance, Balance Sheet and Profit & Loss reports to allow you to easily sort by account code, without displaying the code.
We appreciate hearing how this'd be of benefit to you, and will be back top share as soon as it becomes available 😊
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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35 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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95 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
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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93 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
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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9 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.