37 comments
Toby
Wicked. Can’t wait to try it out
Gavin
Does it handle multiple companies in multiple countries?
Also why do we have to use a macro? Seems like a cheap and dirty work around. Surely we should be able to do this properly within xero?
Kim Ashurst
I can’t wait to see this – is this coming out in the UK version as well?
@Richard Partner Edition?? Does that mean I won’t have access to it, even though I have 4 “Large” Xero accounts?
James Riddell
+1 for having the macro available to regular non partner-edition users.
+100 for having this available as standard in the Xero application. I would pay for a new organisation that was a consolidation of other organisations if necessary.
@Richard Thanks for email, I think you could safely assume any person that has more than one account would like a consolidation tool!
Gavin Cooney
@Richard So in other words there is no multiple currency support?
Also just noticed that it’s only for partner edition. So not only is the ‘feature’ a cheap excel hack, with no multiple currency support, it’s not available to us meer mortals with multiple companies on xero?
C’mon xero… you’re better than this!
Proper consolidations from Xero will come after we’ve delivered Report Packs completely as they build the foundations for smart consolidations. This Excel spreadsheet from Deloitte is a good temporary measure. We have also seen others use the Reporting API to pull reports out of Xero in XML and consolidate in code.
No reason why the Excel spreadsheet can’t be extended to handle currencies.
Sorry but as always there is so much to do but native consolidations is a direction we’re working towards as you can see with the Report Pack work.
Rod
Well Done Xero
This should be very useful. We’d prefer to keep consolidation in Excel anyway. Looking forward to the report pack release.
AJ
Please can I have the spreadsheet, not a partner but have 2 multi currency accounts. tips for using this with multi currency appreciated
Guys, any sign of this appearing – I can’t see it in the resources section of the partner edition but perhaps I’m missing something?
Could I please have a copy of the spreadsheet? Thanks in advance.
Adrian Rands
Can I also have a copy of the spreadsheet or a link to the file? Thanks.
Awesome work guys, I keep falling in love with you over and over again!!
David Carr
Has anyone used this consolidation tool? How useful have you found it?
Declan
Can the consolidation tool handle multi currency? i.e UK GBP accounts converted to Euro then consolidated with Irish Euro accounts
craig
I have requested a copy of this macro from Support, so when I get it I will have a play … but realistically, I agree with others, this needs to be a core feature!
Along with the ability to run other reports across a group (e.g. how much did our subsidiaries spend with Supplier X in the last 6 months). Anyone know of any offerings from 3rd parties that might make this easier?
Mel Cann
I’ve tried to run this but it keeps throwing up an error message, even on the demo version (‘an error has occurred on the reports – please try again’). Any of you have had error messages? If yes, how did you get round them? Thanks.
Dan
Hi there, I’m getting the same problem as Mel Cann above. Can’t even get the demo to work. Thanks!
What an awesome resource. Thank you!
sharon
can I have a copy of this macro please?
Debbie
Cant even find consolidation under Resource Tab?
Gabrielle
Demo worked but not when I’ve tried with our companies! Can it be because 1 company has 13 bank accounts and the other only one ??? and 1 have same account number but different name? + intercompany same accounts but different name!
This tool was given to me today by Xero support! Thx. Will look into the Add-on
Richard, can you pelase send me a copy of the excel tool.
Thanks
Michael
Richard
Oh well, I’ll have to wait to change to Xero it seems as I don’t want to use a macro to get such reports out. And as somebody else has said ‘what about multiple currency?’
Hi everyone. Spotlight Reporting (www.spotlightreporting.com) produces simple consolidations (including multi-currency) for up to 10 related Xero orgs. Each org gets a Spotlight Report as well as the consolidated ‘group’ view, great for performance tracking and informed decision-making. Extended functionality is due soon.
Gina
Has anyone used Spotlight? I don’t want to have to convert my GBP balance sheet into USD, MYSELF, before consolidating with my USD balance sheet. That is the major pain point with consolidating, and the reason lots of folks are looking for multi-company, multi-currency consolidation. Does Spotlight have this capability?
perhaps i am missing something…but where can we get this macro from?