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  1. map financials to tax return label

    14 votes

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    4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Jonathan Papailiou commented  · 

    this would make life a lot easier! Great suggestion!

    Jonathan Papailiou supported this idea  · 

  2. Report Templates | Copy - Client to practice, or client to client

    60 votes

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jonathan Papailiou commented  · 

    Looking to be able to select a P+L layout (screenshot one) when we go to prepare financial statements in the adviser section (screenshot 2) from the ones we prepare in a specific client file.

    We end up creating a customer P+L layout to work in Xero, then create it again when preparing financials as our firm's base template always needs to be tweaked give every client has slightly different account codes and line items. Being able to set it up once rather than twice will be more efficient.

    Jonathan Papailiou supported this idea  ·