Always populate the full CoA for P&L report
In the P&L report, you have the option of choosing a date range to download. The data returned is in the form of lines (accounts) which have been used during that period. Now imagine out of the 10 account codes in my chart of accounts, only 5 accounts have been used during that period. Only these 5 lines will be showing on refreshing DataDear. If the following month 6 accounts are used, then DataDear will show 6 lines.
It would be better if the full CoA is showing no matter the chosen dates.
The Trial Balance report has been greatly enhanced by introducing the full Chart of Accounts in the report. This improvement ensures a fixed mapping between the TB and your worksheets – refresh the TB and your linked reports are refreshed… Yeah!
You still have the option of downloading the original TB as sent by Xero – choose the ‘Hide empty lines’ in the report parameters window.