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Financial reports - Do not remove date fields in notes when using "Edit layout"

In the last financial year, we made multiple and significant layout changes to the accounting schedules in our financial notes.
Therefore, we intend to 'Copy and Edit' most of our financial reports. However, we have found that when you 'edit layout' it removes the date field codes in our numbered notes regardless of if you edit the number notes or not - therefore losing it's auto updating feature.
As a result, we are now having to manually update the year in all of our financials, or start from scratch.
Please make it so edit layout does not remove date fields in financial reports as this restricts our ability to prepare our financial reports in an efficient manner.

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Mitch Jones shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for sharing how we can improve notes in reports for you. Currently, our product team is currently doing some research to identify areas for improvement in the Notes to Financial Statements in Report Templates.

We'd like to engage and get input from you all here, which will help the team understand where they can focus their efforts.

If you'd like to participate and share your thoughts, please fill in our short survey here✍️ - It'll only take a few minutes to complete, and our team would greatly appreciate your contributions to their discovery.

If you have any colleagues, that have interest in this you're welcome to share the link with them, too. 😊 

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  • Sally Trigg commented  ·   ·  Report

    This is critical to ensure efficient processes across our practice.

  • Vicki Carlisle commented  ·   ·  Report

    Yes this is very frustrating, please put back these as auto updating.

  • Sandra Polotnianka commented  ·   ·  Report

    We understand that software updates and improvements are a continuous effort, and we greatly appreciate the work that goes into enhancing the Xero platform. However, these seemingly minor issues have a significant impact on our ability to prepare our financial reports efficiently.

    We kindly request that you consider reviewing this issue and exploring a solution that prevents the removal of date field codes when making layout edits. This adjustment would greatly contribute to streamlining our workflow and maintaining the integrity of our reports.

    As a major accounting software provider, we believe that addressing such concerns helps demonstrate your commitment to supporting your users in their financial reporting endeavors. Our organization, along with many others, relies on Xero to streamline our accounting processes, and we believe that this adjustment could significantly enhance our experience with your platform.

  • Andrew Dick commented  ·   ·  Report

    This is a backwards step from our old software provider.
    Having to manually deal with this will remove other efficiencies gained with the change to Xero along with risk of not picking all the changes up.

  • Shaun Moroney commented  ·   ·  Report

    Remove manual adjustments and that creates efficiencies, overcomes possibility of errors and saves time.
    Sounds like a great idea to me.