Settings and activity
6 results found
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304 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
An error occurred while saving the comment An error occurred while saving the comment 
Kate Underhill
commented
I would like to add my support to this product idea.
I want to build a report template in Xero HQ using the new General Ledger report but the General Ledger Detail report doesn't show in the list of reports I can use in HQ to create a report template. As I can't do this, I will have to save recreating the same report for each client individually.
The new General Ledger reports don't allow me to add the detail transactions of each of the payroll accounts like I used to. I have created a custom report using the new GL Detail report, filtered down to only the payroll accounts I need to reconcile. It's perfect. But now I want to create this in HQ at a Practice level so I can apply the same report across all of my payroll clients.
Kate Underhill
supported this idea
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311 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment Kate Underhill
commented
I have a client who sends all his supplier invoices to Xero using Email to Bills, many of these are credit notes. The credit notes sit as negative Bills in Draft. I have to open each one individually, remove the attachment to Files, create it as a credit note and attach the pdf from Files, then delete the negative Bill. It defeats the whole purpose of using Email to Bills. All we need is a button at the top of the Bill so that we can click to change it from a negative Bill to a Credit Note please.
Kate Underhill
supported this idea
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184 votes
Hi everyone, thanks for sharing your thoughts on this! With Payday Super legislation now active, superannuation contributions align directly with regular pay runs. Because of this shift to real-time processing, quarterly due date reminders are no longer necessary.
To assist with compliance under the new legislation, we have added reminder prompts directly to the super payment page to highlight which accruals are at risk of being late.
As a result, we won't be moving forward with quarterly reminder updates for this request. We really appreciate everyone’s feedback on this topic, please continue to share your ideas on how we can keep improving your Xero experience!
An error occurred while saving the comment Kate Underhill
commented
If this feature was available, it would save me having to log back into each client’s file before due date to make sure they’ve approved their auto super.
Kate Underhill
supported this idea
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30 votes
Thanks for your patience whilst your idea is gaining traction.
We've reviewed your idea and can see that it's been steadily gaining community support.
Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will update you if there are any changes.
Kate Underhill
supported this idea
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An error occurred while saving the comment Kate Underhill
commented
The Payment Summary Details Report needs to clearly show to/from dates on the report. If I run several Payment Summary Details Reports today for multiple financial years, all reports are titled exactly the same: Payment Summary Details as at Todays Date. There is no way to tell which financial year these figures belong to. I cannot send this to clients to verify because they can't tell which period they're looking at. This would not pass an audit.
Kate Underhill
shared this idea
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590 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Kate Underhill
supported this idea
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172 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment Kate Underhill
commented
Add: to also be able to publish the reconciliation report for these accounts.
This is a good start but the idea request also included adding GST Reconciliation, Activity statement and payroll reports to the report template in HQ. This is half the job done. It is imperative that these other reports are also included. We use these reports every time we prepare activity statements for full and detailed reconciliation of accounts prior to lodgment.