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← Share and support customer ideas for Xero

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6 results found

  1. Workpapers - Customised by Entity type

    46 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Paula Woods supported this idea  · 

  2. Workpapers - Ability to edit to meet compliance needs

    43 votes

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    submitted  ·  0 comments  ·  Practice tools  ·  Admin →
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    Paula Woods supported this idea  · 

  3. Workpapers - Rearrange support documents in workpaper

    83 votes

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    In development  ·  1 comment  ·  Practice tools  ·  Admin →
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    Paula Woods supported this idea  · 

  4. Workpapers - Integration of bank statement request portal

    111 votes

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    4 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.

    Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.

    While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.

    Paula Woods supported this idea  · 

  5. Report Templates - Ability to add any report

    299 votes

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    44 comments  ·  Reports & tax » Reporting  ·  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

    Paula Woods supported this idea  · 

  6. Profit and Loss - Tracking categories in rows and annualised per periods (in columns)

    50 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Paula Woods commented  · 

    It is very annoying not been able to summarise trading accounts that are created by tracking in the P & L through individual rows. It makes it very confusing for the client when they can't see clearly how the totals are made up.