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For accountants & bookkeepers: Xero Practice Manager

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XPM - SMSF fields in report builder

Xero don't currently have specific SMSF fields available to report on in the Report Builder.

This would be great if made available in the future.

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WLF Xero shared this idea  ·   ·  Report…  ·  Admin →
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  • Caroline Borella commented  ·   ·  Report

    When is Xero going to add this feature? This was submitted back in 2023 and is helpful in running reports

  • Steven Rider commented  ·   ·  Report

    must have SMSF fields else we have to pay for another external solution - please add ASAP

  • Fiona Hempstead commented  ·   ·  Report

    This is vital information in terms of practice management as well as identifying funds impacted by ongoing legislative reforms.