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  1. Report Templates - Ability to add any report

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    43 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

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    Clare Mannall commented  · 

    Ability to add the Executive Summary and short term cash flow to practice generated report packs. At the moment you can cope and paste it in a blank report but you can't auto generate it within a report pack designed by your practice for use amongst your clients.

    Clare Mannall supported this idea  ·