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16 votes
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Cameron Tor
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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
An error occurred while saving the comment Cameron Tor
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Including the Bank Reconciliation Reports would be useful as well
Cameron Tor
supported this idea
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49 votesCameron Tor
supported this idea
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25 votesCameron Tor
supported this idea
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389 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Cameron Tor
supported this idea
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47 votesCameron Tor
shared this idea
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When creating report templates in Xero HQ it would be very useful to be able to include the Actual/Budget column. What we have to do now is very manual to adjust the number of actual vs budget columns in a 12 monthly report.
Currently it appears this column type is only in the budget variance report (eg Current financial year by month – actual and budget) and not available to the accountants who want to set up a custom report pack.