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209 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
Laurinda Sanders
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31 votesLaurinda Sanders
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6 votes
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8 votesLaurinda Sanders
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8 votes
Hi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.
With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.
Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.
If there are any plans to develop a view across all banks at once we'll let you know here.
Laurinda Sanders
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409 votes
An error occurred while saving the comment Laurinda Sanders
commented
I just spent 2 hours disposing of 150 assets that were written off, one by one. This would be amazing.
Laurinda Sanders
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4 votes
Hi Laurinda, thanks for your idea here. Having a read this sounds quite similar to the idea across here asking for the ability to search by serial #.
Let me know here if you feel they're close enough - If so, I'll merge to gather this feedback together. 🙂
An error occurred while saving the comment Laurinda Sanders
commented
Hi Kelly,
Thanks for the message and taking the time to consider the ideas.
They are not really the same thing. Its not a search issue but a filtering issue. I would like to be able to see all the assets in an asset type or multiple asset types (e.g. Software and Computer Equipment but not Plant, Network, Building etc) rather than just finding one asset out of a list of 1000 assets.
Similar to how you can filter by various options in many of the reports.
Thanks 😃Laurinda Sanders
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5 votesLaurinda Sanders
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112 votes
The Leave Liability report should do this for you.
It gives you a balance of both Annual Leave and Holiday Pay (leave available to take in advance) and a total of the two. It is in dollars rather than hours so you need to divide by the hourly rate to get the hours they have owing.
Having the hours already calculated as a separate column would be very handy.