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  1. Reporting - Ability to consolidate multiple Xero organisations

    278 votes

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    108 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.

    We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets. 

    For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store. 

    We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned. 

    We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…

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    Fabien Ecard commented  · 

    I use Joiin. Still have to manoeuvre bespoke spreadsheets to tailor reporting for our Board members but it's made life much easier and it's evolved nicely in the past year

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    Fabien Ecard commented  · 

    this needs to be part and parcel of the product. Relying too much on various third parties to do this right now. Not only it's expensive, but very time consuming.

    Fabien Ecard supported this idea  · 

  2. Notifications - Email/notification when items are Awaiting Approval in Xero

    374 votes

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    153 comments  ·  Users & setup » Navigation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

    We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

    This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

    We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

    You can read more about the …

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    Fabien Ecard commented  · 

    This would really help. thank you