For accountants & bookkeepers

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1. Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.

   Xero should add a filter option in Xero HQ to get a list of clients those who are paying wages.

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   0 comments  ·  Xero HQ  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.

2. Report Templates | Define a custom naming convention for custom reports

   I would love to have the ability to define and enforce firm-wide custom file naming conventions for reports generated using custom templates within Practice Reporting and Xero HQ.

   Currently, exported reports are named using a generic default (e.g., CompanyName_ReportName.pdf), with no option to set naming rules at the firm-level. For firms managing multiple clients and maintaining standardized file systems, this can create inconsistency.

   My ideal solution would allow each custom report template to include a predefined naming convention which would be applied automatically when reports are exported.

   For example, we prefer:

   Balance Sheet MM.YY – ClientName
   Income Statement MoM MM.YY – ClientName
   Income Statement MM.YY – ClientName

   To do so, a setting within custom templates to define default file naming rules would be ideal. I'd like to see the use of variables like {Month}, {Year}, {ClientName}, etc. and the option to override or adjust at the report level when needed, but default to the template's naming logic.

   This feature would improve consistency and save time during report exports, and I believe it would add significant value to other accounting practices working at scale, too.

   I would love to have the ability to define and enforce firm-wide custom file naming conventions for reports generated using custom templates within Practice Reporting and Xero HQ.

   Currently, exported reports are named using a generic default (e.g., CompanyName_ReportName.pdf), with no option to set naming rules at the firm-level. For firms managing multiple clients and maintaining standardized file systems, this can create inconsistency.

   My ideal solution would allow each custom report template to include a predefined naming convention which would be applied automatically when reports are exported.

   For example, we prefer:

   Balance Sheet MM.YY – ClientName
   Income Statement MoM MM.YY… more

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   0 comments  ·  Xero HQ  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.