Xero Advisor Financials - Automatically fill notes or alert if figures don't match
Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
I feel that this is inviting error as inevitably there will be times where this process is overlooked.
it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
at the very least, there should be an error alert if the total in the financials do not equal the total in the connected note.
Boruch Baker
shared this idea
Hi everyone, we'd like to return to confirm that this feature has now been released across all regions. As mentioned in my last update - you can now create synced notes from report groups, with those notes staying connected to the source report and respecting switch rules. This means notes can now stay aligned with the related financial statements, making notes easier to maintain and the figures across the report pack easier to trust.
Along with this we've improved how report templates behave so report code mapping updates and new accounts flow through more reliably.
We really appreciate all contributions and support for this through the forums here. Thanks! 😁
