Settings and activity

2 results found

1. Practice Manager - TPAR Form

   44 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Mel Baker supported this idea  ·  28 July, 2023

2. Report Templates - Ability to add any report

   297 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit in report templates. We have a couple that I've linked below, or if there's another report you're really wanting to use please start a new idea for these and we can track the interest in these separately.

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports 
   • Report Templates - Add Tracking summary report

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit… more

   An error occurred while saving the comment
   Mel Baker commented  ·  30 May, 2023  ·  Edit…  ·  delete…

   I agree, we should be able to customise reports to add any reports needed to be able to personlise for our clients.
   I currently use the Reconciliation report pack in blue xero and am unable to customise in the new report format.
   I have been using this report across our firm and it is great for checking the work of other bookkeepers before lodging BAS etc.
   GST Recon is an absolute must please

   Save Submitting...