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122 results found

  1. Report Templates - Ability to add any report

    299 votes

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    44 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Barbara Mundell supported this idea  · 

  2. Contact - Supplier Account Credit Limits

    189 votes

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    submitted  ·  109 comments  ·  Contacts & files » Contact  ·  Admin →
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    Barbara Mundell commented  · 

    If we had this feature it allows us to manage our risks and it will adds benefits to our clients allowing them to make sure that we manage our cash flow beneficially.

    Barbara Mundell supported this idea  · 
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