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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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  • Sam Liu commented  ·   ·  Report

    I was quite surprised to find that Xero does not currently offer an SMSF report template. It would be very helpful for accountants and administrators if this could be introduced in the future. I hope this feature becomes available soon. Regards, Sam from Ausmart Accountant

  • 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.