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  1. 272 votes

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    Anna McLaughlin commented  · 

    Hi Kelly,

    I really value being able to work in a single ledger for the client and accountant, but find Xero reporting really cumbersome at practice level. Anything Xero can do to address this would be appreciated.

    If there is an add on that will deal with the practice level reporting issues, I would be very interested. I lose a lot of time, checking Xero reporting and collating combined reports, that could be automated. There is also more likely to be errors. We also need quantities for livestock accounts and budgeting with balance sheet items.

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    Anna McLaughlin commented  · 

    Hi Kelly,

    The GST & Payroll reports are needed.

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    Anna McLaughlin commented  · 

    Hi,

    I would also add to this request for inclusion in Xero report packs.

    BAS reports - would also want to include a Bank Reconciliation at end of quarter and Payroll Employee summary for the Quarter. I have all other quarterly reports included as a consolidated BAS workpaper report. Far more efficient to review draft consolidated report and publish as a single report .

    I also need Tax Depreciation included in Financial Statements.

    Anna McLaughlin supported this idea  · 
  2. 106 votes

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    Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.

    While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂

    Anna McLaughlin supported this idea  · 
  3. 245 votes

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    Anna McLaughlin commented  · 

    Would you allow a facility for clients to upload a copy of their bank/loan statements as a pdf to confirm Xero reconciliation report balance against actual bank statement in the same screen.

    Ideally the bank statements would automatically flow through as a supporting document in Xero workpapers.

    Anna McLaughlin supported this idea  · 
  4. 21 votes

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    Anna McLaughlin supported this idea  · 
  5. 11 votes

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    Anna McLaughlin supported this idea  · 
  6. 1 vote

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    Anna McLaughlin shared this idea  · 
  7. 73 votes

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    Anna McLaughlin supported this idea  · 
  8. 19 votes

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    Anna McLaughlin supported this idea  · 
  9. 5 votes

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    Anna McLaughlin supported this idea  · 
  10. 1 vote

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    Anna McLaughlin shared this idea  · 
  11. 24 votes

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    Anna McLaughlin shared this idea  ·