Settings and activity
2 results found
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297 votes
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 Alison Haughton supported this idea ·
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257 votes
Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!
With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.
This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website
An error occurred while saving the comment Alison Haughton commented
I add (D July 2022) to a contact name and also have a contact group for deceased clients
Alison Haughton supported this idea ·
I would like to be able to add custom reports within a client.
I have written a few custom reports for different clients and would like to create a pack rather than run each report each month.
Also the ability to pull a clients custom report into Advisor reporting would be useful