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9 results found
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19 votes
An error occurred while saving the comment -
91 votes
Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.
Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.
We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.
Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.
An error occurred while saving the comment 
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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An error occurred while saving the comment 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
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32 votesDonnie Buchanan
supported this idea
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An error occurred while saving the comment 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.
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48 votes
Hi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.
How you can help:
- This conversation will take about 30 minutes via video call
- We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes
If you're interested, please use this link to choose a time that best suits you.
If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!
We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.
An error occurred while saving the comment Donnie Buchanan
commented
Yeah I agree, it will be interesting to see if this gets delivered.
Donnie Buchanan
supported this idea
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40 votes
An error occurred while saving the comment Donnie Buchanan
commented
Logo appears on all pages, otherwise remove it and it appears on none
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7 votes
An error occurred while saving the comment Donnie Buchanan
commented
I hope my video helps, its easy to do
An error occurred while saving the comment Donnie Buchanan
commented
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201 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
An error occurred while saving the comment Donnie Buchanan
commented
I think that might create a support issue...........they might not see an end to that one
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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
Donnie Buchanan
supported this idea
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An error occurred while saving the comment 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
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157 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 Donnie Buchanan
commented
please please
Donnie Buchanan
supported this idea
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Hi all,
Yes you can do SMSF in Xero.
We build them for accounting firms.
We provide SMSF templates, charts of accounts and checklists for anyone who wants to use Xero.
See knowledge base here:
https://39731940.hs-sites.com/how-to-get-smsf-in-xero
Donnie B
donnie@entrycounts.com