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200 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…
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14 votesXero SOSA
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241 votesXero SOSA
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1 voteXero SOSA
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14 votesXero SOSA
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173 votesXero SOSA
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It would be great for us as Accountants to be able to help reset MFA for our clients when we are the subscriber of the Xero file! So many clients have issues with getting a new device etc. and often come to us first to get help with their Xero file so WHY can't accountants be given the ability to reset this for users!
Very frustrating having to refer them onto Xero help - especially when they show up in the office wanting help and we have to send them away.