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Report Packs - Ability to include GST Return, GST Reconciliation and General Ledger Reports

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.

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Caitlin Ottley shared this idea  ·   ·  Report…  ·  Admin →
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  • jeff gillies commented  ·   ·  Report

    We should be able to add any report to report packs, including all the payroll reports, activity statement reports including the custom period report, GST reconcilation report, ie any report you can run in Xero should be able to be added to a report group. The idea is that each month/period you want to reconcile you just run your report pack that will have all the reports you need and run this once rather than running each report individually.

  • Cameron Tor commented  ·   ·  Report

    Including the Bank Reconciliation Reports would be useful as well

  • Vicki Carlisle commented  ·   ·  Report

    I vote that ALL reports should be available to be included in report packs.

  • Kate Underhill commented  ·   ·  Report

    I would like to add my support to this product idea.

    I want to build a report template in Xero HQ using the new General Ledger report but the General Ledger Detail report doesn't show in the list of reports I can use in HQ to create a report template. As I can't do this, I will have to save recreating the same report for each client individually.

    The new General Ledger reports don't allow me to add the detail transactions of each of the payroll accounts like I used to. I have created a custom report using the new GL Detail report, filtered down to only the payroll accounts I need to reconcile. It's perfect. But now I want to create this in HQ at a Practice level so I can apply the same report across all of my payroll clients.

  • Anna McLaughlin commented  ·   ·  Report

    Hi,

    I would also add to this request for inclusion in Xero report packs.

    BAS reports - would also want to include a Bank Reconciliation at end of quarter and Payroll Employee summary for the Quarter. I have all other quarterly reports included as a consolidated BAS workpaper report. Far more efficient to review draft consolidated report and publish as a single report .

    I also need Tax Depreciation included in Financial Statements.

  • Angela Smart commented  ·   ·  Report

    This came up in our bookkeeping meeting yesterday. Second this motion!

  • Bradley Arnold commented  ·   ·  Report

    Agreed!

    We would also love to be able to add a Tax Depreciation schedule to our report packs for our Financial Statements. We compare Tax depreciation and Book depreciation and currently have to publish each of the two reports separately and then manually combine them.

    I am unsure as to the benefit of the restriction of certain report types in report packs as it is now. Should we not be able to add any report as needed?

    If we could get access to the full list of reports for report packs it would be super useful!!

    Thanks!