Settings and activity
13 results found
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17 votes
Lisa Dickson
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51 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
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59 votes
Hi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.
While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks
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119 votesLisa Dickson
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5 votesLisa Dickson
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16 votes
An error occurred while saving the comment Lisa Dickson
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6 votesLisa Dickson
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54 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
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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
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30 votesLisa Dickson
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253 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Lisa Dickson
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…
Lisa Dickson
supported this idea
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698 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
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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.