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16 votes
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Cameron Tor
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299 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
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51 votesCameron Tor
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27 votesCameron Tor
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50 votesCameron Tor
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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.