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1. Profit & Loss report - Show columns for all tracking options (incl. ones with nil balances)

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   23 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.

   As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.

   To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.

   Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.

   That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable the ability to ‘Include accounts with Zero balance or activity’ when run - This includes the Trial Balance report, Balance Sheet, Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Cash Summary, Movements in Equity, Blank report, and Report templates.

   Thanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.

   As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.

   To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.

   Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.

   That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable… more

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   Tialyn Loechel commented  ·  21 November, 2024  ·  Edit…  ·  delete…

   Please sort this. Showing all lines so when exporting to add Profit and loss to spreadsheets, we can know the layout will be the same and not have to manually split up the numbers according to the layout on the sheet. The fact that someone overlooked this critical feature is absolutely the height of ignorance and simply not caring about the customers use case for profit and loss exporting on a regular basis... I don't want to have to remake my entire spreadsheet everytime I want to update it. Like others, makes me question Xero as my accounting platform for all my companies.

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   Tialyn Loechel supported this idea  ·  21 November, 2024