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10 results found

  1. Client access to Report Templates

    63 votes

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    29 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Donnie Buchanan commented  · 

    I seriously doubt Xero will provide clients access to these templates BASED ON REPORT CODES. Report codes are the way Xero Partners control the reports, not the client. Xero MAY provide templates but they would be BASED on account types and names, not report codes. Thats just asking for trouble.

    Donnie Buchanan supported this idea  · 
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    Donnie Buchanan commented  · 

    This would help for some, but might not work as they are based on report codes...........maybe the ability to just create a pack at client level......we can create custom PL, custom BS, custom anything, we just don't have the option to create a "pack" with all these custom versions

  2. Report templates - Support General Purpose Financial Report (GPFR) templates

    28 votes

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    submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Donnie Buchanan supported this idea  · 
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    Donnie Buchanan commented  · 

    We build GPFR in Xero - https://entrycounts.com/gpfr-in-xero/ - Have partnered with Thomson Reuters for this, it is a simple and cost effective solution.

  3. Financial Accounts - Switch rules effect notes

    31 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Donnie Buchanan commented  · 

    Yeah I agree, it will be interesting to see if this gets delivered.

    Donnie Buchanan supported this idea  · 

  4. Report Templates - Option to only show logo on cover/front page

    31 votes

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    6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Donnie Buchanan commented  · 

    Logo appears on all pages, otherwise remove it and it appears on none

  5. Report templates - Only show 'Ready to use' in a client organisation

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Donnie Buchanan supported this idea  · 

  6. Xero HQ: Send Engagement / Disengagement letters from Xero

    5 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Donnie Buchanan commented  · 

    I hope my video helps, its easy to do

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    Donnie Buchanan commented  · 

    https://youtu.be/gPcYbe4TkVI

  7. Reporting - Ability to create own report code structure

    3 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Donnie Buchanan commented  · 

    I think that might create a support issue...........they might not see an end to that one

  8. Report Templates - Ability to add any report

    274 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Donnie Buchanan supported this idea  · 
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    Donnie Buchanan commented  · 

    Yes agree, it is taking too long to offer up more reports for HQ templates........we cant be advisors when all we can add is PL BS AR AP.............no GST / AS, no payroll, so many more........these are advisory fundamentals, perplexing to say the least

  9. Xero Practice Manager - Include Director ID in reports

    4 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Donnie Buchanan commented  · 

    You would create your own - Xero HQ / report fields / create client field.........DID............then for each client: accounting / advanced / report fields / add their ID here, done?

  10. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

    140 votes

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    66 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    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…

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    Donnie Buchanan commented  · 

    please please

    Donnie Buchanan supported this idea  ·