Settings and activity
38 results found
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7 votes
Hi everyone, thanks for sharing this suggestion. We understand you’re looking for a cleaner and more flexible way to format Profit & Loss reports, including the ability to hide specific accounts.
This could help improve report readability and make it easier to present tailored financial statements to stakeholders.
We’ll continue to collect feedback and interest from the community.
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Audrey Connelly
shared this idea
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6 votes
Appreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage.
We'll start to get a sense of the interest for this here, and let you know if there are any changes.
Audrey Connelly
supported this idea
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126 votes
Hi everyone, we appreciate you taking the time to share how important more flexible payroll permissions are for your teams.
It's clear that having granular control over who can access different parts of payroll would make a real difference to how you manage timesheets and leave approvals, as well as restrict access to other sensitive areas.
From research, Payroll is definitely an area we know needs more permission controls for varying roles. This is something our product teams are beginning to explore and do deeper research of. We'll keep you updated as we make progress, and we're grateful for your continued input.
Audrey Connelly
supported this idea
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An error occurred while saving the comment Audrey Connelly
commented
With audited clients , we normally only give Read only access, but this excludes payroll access. So either we need to access for them, what the require, or we need to change access level to standard , which is not idea. Can you not have a read only role, with the option to include Payroll?
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69 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
An error occurred while saving the comment Audrey Connelly
commented
Copy and existing report from within a client report pack ( fin stmts). very handy when a large number of codes, but you wish to have the option of a condensed version of the P &L and a expanded version , would save reinventing the wheel if we could just copy it and edit.
Say for a P & L have income, then condensed expenses ( Grouped) than add a schedule of expenses, which is expanded and the income is hidden or easily deleted/removed.Audrey Connelly
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9 votesAudrey Connelly
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8 votesAudrey Connelly
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9 votesAudrey Connelly
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36 votes
An error occurred while saving the comment Audrey Connelly
commented
we have various clients who we prepare spreadsheets for for various reason. But on importing ( copy and Paste) into a text block, the alignment is to the left , not the right , so columns or rows with different size figures (say 120,500 and 300 - align to the 120, not the 500) with a real messy result. is there any way to bring these in with out having to fiddle. Esp as what is on the screen changes as soon as you hit "Done"
very frustrating. Most of these reports have formatting ( eg Bold headings) which your schedules are very limited on.and doesn't import either.Audrey Connelly
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73 votesAudrey Connelly
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23 votesAudrey Connelly
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132 votes
An error occurred while saving the comment Audrey Connelly
commented
Agree, we have clients with stud horses, and its just a nightmare, with stock numbers etc
Not small farm friendly at all, figured is not always suitable or cost effective for small guys -
161 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
An error occurred while saving the comment Audrey Connelly
commented
this would be a good enhancement , and obviously has been asked for many times, over many years
negative figures for when property values decrease and the ability to group assets are common sense. can we get some action on this please -
7 votesAudrey Connelly
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70 votes
An error occurred while saving the comment Audrey Connelly
commented
By date also is a MUST
An error occurred while saving the comment Audrey Connelly
commented
would be a great time saver
Audrey Connelly
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304 votes
Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.
We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.
When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.
Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
With that in mind, there isn’t any…
An error occurred while saving the comment Audrey Connelly
commented
yes , be great , please bring down under ;)
Audrey Connelly
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206 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…
Audrey Connelly
supported this idea
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251 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Audrey Connelly
shared this idea
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6 votesAudrey Connelly
shared this idea
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Suggest that when printing Published accounts that any lines under 1.00 are hidden.
Example (as we don't print cents in our published reports).
If there say .46 left in an account , that line is not printed, As currently it will print with no amounts. and looks silly. (need to jnl the cents somewhere else to clear.