Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Report Templates - Ability to add any report

    298 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    43 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    An error occurred while saving the comment
    Bradley Arnold commented  · 

    Agreed!

    We would also love to be able to add a Tax Depreciation schedule to our report packs for our Financial Statements. We compare Tax depreciation and Book depreciation and currently have to publish each of the two reports separately and then manually combine them.

    I am unsure as to the benefit of the restriction of certain report types in report packs as it is now. Should we not be able to add any report as needed?

    If we could get access to the full list of reports for report packs it would be super useful!!

    Thanks!

    Bradley Arnold supported this idea  ·