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16 votes
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Cameron Tor
supported this idea
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297 votes
Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better.
We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ.
Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.
We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…
An error occurred while saving the comment Cameron Tor
commented
Including the Bank Reconciliation Reports would be useful as well
Cameron Tor
supported this idea
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48 votesCameron Tor
supported this idea
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24 votesCameron Tor
supported this idea
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378 votes
Thanks for your involvement and sharing your interest in adding multiple email addresses for a client in Practice Manager with us here.
This idea has been reviewed by our product team however with other priorities right now we don't have immediate plans for developing this capability. If there's any movement or news we'll definitely share with you all, here.
Cameron Tor
supported this idea
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46 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.