Settings and activity
24 results found
-
19 votes
Thanks for sharing your idea to include GST reports in report templates.
We can see how this would be a real time-saver, especially when you’re building out report packs for clients or internal teams. There’s clearly a strong appetite for this feature, and we understand why. Being able to add GST reports directly into templates would simplify the process of creating complete, consistent report packs for any purpose.
This idea is now in the Gaining Support stage. That means it's open for voting and comments, and we’ll continue to monitor interest from the community. Your input helps inform how we prioritise future updates to Xero. We’ll keep you posted here with any developments.
Hannah Reed
shared this idea
·
-
58 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
Hannah Reed
supported this idea
·
-
75 votes
Hi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.
While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks
-
303 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Hannah Reed
supported this idea
·
-
29 votesHannah Reed
supported this idea
·
-
23 votesHannah Reed
supported this idea
·
-
61 votesHannah Reed
supported this idea
·
-
10 votesHannah Reed
supported this idea
·
-
10 votesHannah Reed
supported this idea
·
-
64 votesHannah Reed
supported this idea
·
-
316 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Hannah Reed
supported this idea
·
-
126 votesHannah Reed
supported this idea
·
-
297 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
Hannah Reed
supported this idea
·
-
9 votes
Great to hear you're expanded thinking on the Groups here, Melanie.
It'd be good to get a sense of interest in each separately.
I've slightly changed the title of your idea here and welcome to add others for the other ideas you think of around this. 🙂
Hannah Reed
supported this idea
·
-
28 votesHannah Reed
supported this idea
·
-
161 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Hannah Reed
supported this idea
·
-
71 votesHannah Reed
supported this idea
·
-
45 votesHannah Reed
supported this idea
·
-
5 votesHannah Reed
supported this idea
·
-
156 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Hannah Reed
supported this idea
·
.png){kind=link}
