Settings and activity
8 results found
-
1 vote
Thanks Justine, for your suggestion and for explaining how you’re using report templates and codes for notes disclosures.
We’ve reviewed this idea with the product team and it’s not something we’re planning to develop right now, so we’ve marked it as Not in pipeline. While this won’t move ahead, we’re continuing work in related areas like Trusted Notes and code‑driven reporting, and we’ll keep monitoring interest in this space for future planning.
Justine Kennard (Practice Administrator)
shared this idea
·
-
202 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Justine Kennard (Practice Administrator)
supported this idea
·
-
1 vote
Hi Justine, thanks for sharing this idea. We appreciate you explaining how integrating report code editing directly into the Chart of Accounts could streamline your workflow. After reviewing this with our product team, we're updating the status to 'Not in pipeline', which means it isn't on the foreseeable roadmap. The idea will remain open for votes so we can continue to gauge community interest. We value your feedback and encourage you to keep sharing your thoughts with us.
Justine Kennard (Practice Administrator)
shared this idea
·
-
8 votes
An error occurred while saving the comment Justine Kennard (Practice Administrator)
supported this idea
·
-
3 votesJustine Kennard (Practice Administrator)
shared this idea
·
-
9 votesJustine Kennard (Practice Administrator)
supported this idea
·
-
14 votesJustine Kennard (Practice Administrator)
shared this idea
·
-
163 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Justine Kennard (Practice Administrator)
supported this idea
·
This is would be really helpful for when we are dealing with clients who are tardy with the GST obligations. It is very time consuming to go return by return to view the late claims.