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4 results found

  1. Hubdoc - Search function or the ability to sort documents within Hubdoc

    25 votes

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    5 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Renee Hall supported this idea  · 

  2. Hubdoc - Publish receipt to existing Xero bill

    102 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  Admin →
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    Renee Hall supported this idea  · 

  3. Report Templates - Ability to add any report

    298 votes

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    43 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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

    Renee Hall supported this idea  · 
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    Renee Hall commented  · 

    Yes and payroll summary reports & Superannuation reports.

  4. Report Templates - Allow Xero blue client access to Report Templates in organisation

    91 votes

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    36 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

    Renee Hall supported this idea  ·