Across our support tickets, live chat, and forums, we’ve seen some clear themes this year. I thought I’d share the top three questions we get asked most often – along with quick answers – to help anyone looking for the same solutions.
Q1: How can I build an automated monthly consolidation pack that updates by itself and is ready to share with the team each month? A: Use dynamic dates so your reports roll forward automatically. For example, set your reports to “last month” and every time you log in, you’ll see the latest data without having to rebuild the pack.
Q2: How do I bring non-financial data into my reports? A: You can add non-financial data (NFD) to report on KPIs like headcount, units sold, or other metrics alongside your P&L or Balance Sheet.
Q3: Can I report on departments – like QBO Classes or Xero Tracking Categories – across multiple entities? A: Yes! You can filter and break down reports by departments, regions, or other categories using QBO Classes or Xero Tracking Categories.
Harry Symons
Hi everyone, I’m Harry
Across our support tickets, live chat, and forums, we’ve seen some clear themes this year. I thought I’d share the top three questions we get asked most often – along with quick answers – to help anyone looking for the same solutions.
Q1: How can I build an automated monthly consolidation pack that updates by itself and is ready to share with the team each month?
A: Use dynamic dates so your reports roll forward automatically. For example, set your reports to “last month” and every time you log in, you’ll see the latest data without having to rebuild the pack.
How to apply dynamic dates to your reports.
Q2: How do I bring non-financial data into my reports?
A: You can add non-financial data (NFD) to report on KPIs like headcount, units sold, or other metrics alongside your P&L or Balance Sheet.
Adding non-financial data (NFD)
Q3: Can I report on departments – like QBO Classes or Xero Tracking Categories – across multiple entities?
A: Yes! You can filter and break down reports by departments, regions, or other categories using QBO Classes or Xero Tracking Categories.
How to get a breakdown by Xero Tracking Categories
These three questions come up again and again – automation, non-financial data, and department-level insights are clearly top of mind.
What’s the number one thing your team is trying to solve with consolidation reporting right now?