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Building a customised firm wide report pack - want to know if it is possible to include:

• Activity statement
• Payroll employee summary
• Account transaction (for payroll clearing account)
• P & L for month (with comparisons for previous 2 months)
• Balance Sheet

Hi there

We would like to request that the GST Return, GST Reconciliation and general ledger reports are able to be included in the report packs at the practice level.

We are requesting this function to streamline reporting for periodic GST work. We would ideally have two report packs set up at the practice level that all staff can access when preparing clients GST.

The first report pack would be an internal review GST report pack which would include all of the reports our reviewers look at. Most of these reports we are able to add to a report pack currently, the exception being the GST Return report, the GST Reconciliation Report and the general ledger report.
The second report pack would be for out to client and would include the reports we provide every GST period. Again most of these reports we are able to add to a report pack currently, the exception being the GST Return report.

MYOB Essentials currently allows us to create the above mentioned GST Report packs which all staff now use when preparing GST. This is a time saver and provides more professional looking reports as within the report pack we have loaded in our logo and disclaimer and we have also adjusted the colours used on the report to be out firm colours.

We would appreciate your consideration in bringing this function to Xero Report Packs.