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  1. Reports - Trial Balance with OPENING / CLOSING balance and and Movement from GL Summary Report

    8 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Yaseen, thank you for this incredibly detailed and well-thought-out suggestion for the Trial Balance report.

    We can see how much manual work you're doing, combining exports from the GL Summary Report, just to create a "classic" comparative Trial Balance for your auditors. That's exactly the kind of difficult workflow we want to help improve.

    Your proposal to enhance the report with separate debit/credit columns for comparatives, clear opening/closing balances, and a movement column for a selected date range is very clear.

    We're grateful for your engagement and for letting us know the changes that matter to you. We've reviewed your idea and now it can gain support from other community members. Along with votes, others can now comment to share additional detail about how these reporting improvements would help them during audits and financial analysis.

    Yaseen Hamed shared this idea  · 

  2. Reports: Show net profit or loss on Trial Balance report

    28 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Yaseen Hamed supported this idea  · 

  3. Trial Balance - Monthly movement report

    7 votes

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    4 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.

    While this isn't something we have plans for atm, I'll update if there is any change around this to share.

    Yaseen Hamed supported this idea  ·