Report Templates - Ability to add any report
I would like to be able to add any available report into a practice Report Pack. At the moment, the available reports are limited to those within the Financial Statement realm.
I would like to produce a report pack that had all the reports i need for my annual working papers:
- Employee wage summary
- Bank Rec
- Tax depreciation report
- GST rec reports
etc etc.
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Xero Management commented
100% this is needed. We need to be able to have a BAS report back with every report we need in one place, instead of running all separate reports from the client level. This includes Activity Statement report and payroll reports
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Kyle Stutter commented
I agree 100%. I was flabbergasted to learn that not all of the reports available at a client level can be added to a report pack template at the practice level. At present, the only workaround is to create a report pack for each client at the client level. That takes up waaaaaaayyyyy too much time and is a nightmare for ensuring quality control.
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Brianna Shailer commented
Agreed. Would be great to have the option to prepare Advisor GST/activity statement reports.
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Tamsin Armstrong commented
Agreed. I'd like to be able to add Inventory reports to a report template.
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Rachelle Bissett commented
Would be incredible to be able to create a customer report pack that includes GST Reports and activity statements. As a business this would be extremely advantageous to have all reports we use to review gst quarterly in the one spot to print and review. then also if an update is made, is all udpated in the report pack when you refresh.
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Arna H commented
As a non practice accountant I would like to get access to reports that practice accounts use, and the ability to add any report.
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Jeremy Palazzo commented
This would be a huge improvement. Ability to upload a custom report would also be ideal however the ones James has mentioned will save a lot of advisors a lot of time!
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Luke Rainone commented
I agree with James
The ability to add additional reports to the report pack would increase efficiency significantly. Would definitely love to avoid exporting several documents every single time.
Also, would be lovely if we could add our own templates to the report packs (for example a firm wide GST rec rather than the Xero report). Adding external workpapers/reports would be the cherry on top -
Mel Baker commented
I agree, we should be able to customise reports to add any reports needed to be able to personlise for our clients.
I currently use the Reconciliation report pack in blue xero and am unable to customise in the new report format.
I have been using this report across our firm and it is great for checking the work of other bookkeepers before lodging BAS etc.
GST Recon is an absolute must please -
Allison Scholar commented
100% agree on this - recent reports made available in Xero Blue would be amazing to include in report packs. I have a client who requires the actuals and budget monthly comparison report monthly to provide to his finance committee, and I have to manually export them each month to create a pack of my own.
Seems like such a simple thing but could be really useful!
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Ted Orban commented
Totally agree. I would like to include in Report Templates:
- Performance Graphs
- Custom Reports -
Dallas Watt commented
years overdue is an understatement!
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Cathy Sterling commented
I agree with James.
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Chloe Hunter commented
Another vote for this feature.
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Michelle Westby commented
The ability to add any available report into a practice Report Pack would be great!
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Denny Putra commented
I agree with James.
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Rachel Rook commented
At the very least be able to add Financial Performance Reports to the Management Report.
A lot of owners understand visual reports easier and if we could add these reports to a pack would be so much more efficient -
Yolande Loots commented
I would like to custom Project reports so being able to edit all reports would be of GREAT help, thank you!
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Alison Haughton commented
I would like to be able to add custom reports within a client.
I have written a few custom reports for different clients and would like to create a pack rather than run each report each month.
Also the ability to pull a clients custom report into Advisor reporting would be useful -
Angela Smart commented
Agreed!