Skip to content
← Share and support customer ideas for Xero

Settings and activity

4 results found

  1. Xero HQ - Transfer/copy reports between practices & organisations

    204 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    59 comments  ·  For accountants & bookkeepers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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
    Emily Lylak commented  · 

    This is long overdue.

    Emily Lylak supported this idea  · 

  2. Invoicing | History - Show detail of action made

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    9 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.

    We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.


    Emily Lylak supported this idea  · 

  3. Navigation | Financial Statements - Option to freeze report settings

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    5 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for. 

    Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top. 

    An error occurred while saving the comment
    Emily Lylak commented  · 

    It would be great to see an Update" button also at the bottom of the report (not just the top), in particular, Trial Balances and Financial Statements but I'm sure could easily apply to all reports.

    It's very annoying when you are making changes and need to scroll back up to the very top of a very long report just to click the update button. It would be handy, if you could see this at any stage of the report, similar placing to the floating headers.

    Emily Lylak supported this idea  · 

  4. Report Templates - Ability to add any report

    297 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  43 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Emily Lylak supported this idea  ·