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  1. Report Templates - Ability to add any report

    275 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Haughton commented  · 

    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

    Alison Haughton supported this idea  · 

  2. Practice Manager | Clients - Date of death field for client details

    240 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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  ·