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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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    Tamara Flemming commented  · 

    Building a customised firm wide report pack - want to know if it is possible to include:

    • Activity statement
    • Payroll employee summary
    • Account transaction (for payroll clearing account)
    • P & L for month (with comparisons for previous 2 months)
    • Balance Sheet

    Tamara Flemming supported this idea  ·