Settings and activity
13 results found
-
17 votes
Lisa Dickson
supported this idea
·
-
60 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
Lisa Dickson
supported this idea
·
-
78 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
-
120 votesLisa Dickson
supported this idea
·
-
6 votesLisa Dickson
supported this idea
·
-
17 votes
An error occurred while saving the comment Lisa Dickson
supported this idea
·
-
6 votesLisa Dickson
supported this idea
·
-
55 votes
Appreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.
For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know.Lisa Dickson
supported this idea
·
-
8 votes
An error occurred while saving the comment Lisa Dickson
commented
After yet another Saturday lost migrating old reports to new ones, I am so annoyed I feel I have to vent again.
I hate these reports (and unsurprisingly Xero bills).
My clients hate these reports (and unsurprisingly Xero bills).
From the feedback in your community and in other accountant groups I am in, the majority of other users hate them too.
What have you done? What a mess.
This is a massive backwards step in terms of the beautiful user interface we had, readability and useability.
I find I have to export them now to a google sheet because they are so much harder to read on a screen than they were before when you have lots of data for bigger and more sophisticated clients.
I get that we are stuck with these new reports.
So please fix them.
They are too big, too ugly and font is awful. New reports and new functionality - should look more like the old reports which seenilgly most people liked.
You have common formats - great. Now please create a template overlay that we can use to rebuild our old reports in the new format, one that applies to all common formats. Instead of having to manually recreate them for every common format - just like they worked in the old reports. .Every new account code has to be manually moved in every template. Seriously?
You have the old report converter - great. I've used that and converted most reports over - but these new reports are limited. These don't work properly with the date range selectors.The columns are not dynamic. Monthly reports can't be changed to quarterly or yearly for a different view. You have to copy the converted report and manually change the date ranges and save as a new custom report for the different date range.
As for the wrapping of account names which creates even more ugly reports. I have no words.
These look basic. Childlike and amateurish. I am embarrassed to show them to my clients.
I'm tempted to invoice Xero for the insane amount of time I am wasting rebuilding all these reports and the amount of time trying to help clients come to grips with these awful changes.
Lisa Dickson
supported this idea
·
-
30 votesLisa Dickson
supported this idea
·
-
300 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Lisa Dickson
supported this idea
·
-
298 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
Lisa Dickson
supported this idea
·
-
716 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
An error occurred while saving the comment Lisa Dickson
commented
It would be great to be able to set up a standard report that could repeat on a monthly or weekly basis.
I would like to be able to run a report that gives the client a weekly update of certain KPI's and sends that report to their inbox.
One particular use case might be to let cash accounting clients know how much cash they have received this quarter to date - and how much cash they should put aside in a separate VAT account.
Lisa Dickson
supported this idea
·
Really important - I want to be able to send these to clients without dates as I use a different singing tool and send other supporting documents for a full end of year accounts pack.