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4 results found
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210 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
An error occurred while saving the comment -
78 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
Sarah Rose
supported this idea
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An error occurred while saving the comment Sarah Rose
commented
Good idea - I would love this
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9 votesSarah Rose
supported this idea
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7 votes
An error occurred while saving the comment Sarah Rose
commented
It would be great if the above could be actioned. Because we do blanket coding of tracking codes, sometimes half the GST report is late claims, even though the GST component has not changed at all. It's a lot to wade through them at checking time, and 95% of them are not required.
Sarah Rose
supported this idea
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100% agree with the below statement "Often we do a complex report and want to replicate that with another client in the same industry, so this would be useful to replicate, rather than saving it initially in our Master Templates. These reports are developed over time, hence why we don't start with modifying a master copy."
Knowing how long these reports take to customize, it's quite mind boggling thinking about repeating them for other clients.