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  1. Custom Reports - Include Balance sheet accounts to report movements

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.

    Being open, we don't have any current plans for changing the Custom report behaviour but we'll continue to track the interest through your idea here and will update if there is any changes to share.

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    alop ulid commented  · 

    You’re absolutely right—custom reports should allow users to include balance sheet accounts in a way that shows period movements rather than cumulative balances, especially for accurate month-end reporting. Being able to report movements on balance sheet codes, such as capitalised wages, would eliminate the need for manual adjustments and significantly improve reporting efficiency and accuracy. This functionality is essential for finance teams who rely on clear period-by-period insights to reconcile costs and track capitalization correctly, and its absence can feel unnecessarily limiting in modern accounting systems. Just as platforms evolve to add practical features for user workflows—similar to how software websites like https://orcaslicers.com/ showcase tools designed to simplify complex processes—accounting report builders should also adapt to provide more flexible, movement-based balance sheet reporting.