For accountants & bookkeepers

3 results found

1. Report Templates - Set specific notes as hidden by default

   Hi there,
   Absolutely loving the new 'hide' note function in the financial statement templates. This is a much appreciated update! Could we look into adding an option for certain notes to be hidden by default in the adviser report templates? The reason being, that our firm uses a standardised template that includes a number of accounting policy notes that may not be applicable for all entity types. Our current process was to delete the notes that were not relevant and there are a number of notes that are irrelevant more often than not. If we had the ability to hide some of the notes within the default template (but not exclude them altogether!!), that would create significant efficiency for the firm.

   Hi there,
   Absolutely loving the new 'hide' note function in the financial statement templates. This is a much appreciated update! Could we look into adding an option for certain notes to be hidden by default in the adviser report templates? The reason being, that our firm uses a standardised template that includes a number of accounting policy notes that may not be applicable for all entity types. Our current process was to delete the notes that were not relevant and there are a number of notes that are irrelevant more often than not. If we had the ability to hide… more

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   1 comment  ·  Xero HQ  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, our reporting team have been doing some work around this and it's something we're looking to deliver for you all in the next few weeks! I'll return to share once live and you can begin hiding notes in templates as you need 🙂

2. Xero HQ - Client Groups Reporting

   I use 'client groups' extensively in HQ. I need to see which clients are not in a group at all, and which ones are in more than one group, but this is not possible. Please allow us to report on which groups each client is in.

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   7 comments  ·  Xero HQ  ·  delete…  ·  Admin →
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   working on it  ·  AdminHannah G (Admin, Xero) responded

   Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
   Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

   While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

3. Xero HQ | Tax (UK) - View filing dates

   Could you add the ability to track client filing dates for CT, VAT, Companies house etc all in one place?

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   0 comments  ·  Xero HQ  ·  delete…  ·  Admin →
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   working on it  ·  AdminPaul Langhorn (Admin, Xero) responded

   Thanks for contributing to the community here guys. We will soon be releasing a new solution in Xero HQ which provides one central place to manage your VAT, personal tax, company accounts and corporation tax deadlines.  I've shifted this idea to 'working on it' for the time being and we'll let you know when it's available.