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  1. 204 votes

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    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.

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    Emily Lylak commented  · 

    This is long overdue.

    Emily Lylak supported this idea  · 
  2. 26 votes

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    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. 15 votes

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    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. 

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    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. 297 votes

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    Emily Lylak supported this idea  ·