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  1. 130 votes

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    Hi everyone, to provide an update relating to the original reports that were raised in this idea, and feedback through the thread. The following reports are all available to add to a report template in Xero HQ;

    • General Ledger Detail 
    • General Ledger Summary 
    • General Ledger Exceptions
    • Tax Depreciation Schedule


    We currently have no plans to make other reports available in report templates.

    An error occurred while saving the comment
    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. 224 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  · 
  3. 20 votes

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    Anna McLaughlin supported this idea  · 
  4. 10 votes

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    Anna McLaughlin supported this idea  · 
  5. 1 vote

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    Anna McLaughlin shared this idea  · 
  6. 44 votes

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    Anna McLaughlin supported this idea  · 
  7. 13 votes

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    Anna McLaughlin supported this idea  · 
  8. 4 votes

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    Anna McLaughlin supported this idea  · 
  9. 1 vote

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    Anna McLaughlin shared this idea  · 
  10. 17 votes

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    Anna McLaughlin shared this idea  ·