Settings and activity
9 results found
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34 votes
Hi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
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1 vote
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Stewart Anderson
shared this idea
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3 votes
Hi Stewart, thanks for raising this idea. It’s clear that the ability to import Unique Taxpayer References (UTR) and National Insurance Numbers (NINO) is important to you, and we hear the pain points about the extra manual work involved in not having this feature. A possible workaround is using a custom field for now, which can help keep this data within Xero Practice Manager. ⭐I wanted to provide an update on this. At Xerocon, we announced new developments for Xero Practice Manager and Xero HQ that are designed to improve efficiency and help you manage clients more effectively. While I can't promise a specific timeline or confirm that this exact feature will be included, we believe these enhancements will help streamline many of the workflows you’ve highlighted. We'll be sure to provide another update as soon as we have more information. Thank you for your patience and for helping us…
Stewart Anderson
shared this idea
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62 votesStewart Anderson
supported this idea
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8 votes
Hi Stewart, is there a way you see the export being more helpful for you. For example would you be looking for a summary of each invoice? The Receivable Summary and Detail reports maybe useful for this sort of view and can be exported.
An error occurred while saving the comment Stewart Anderson
commented
Hi, I'm not sure where these reports are?
I just want to be able to have a report where each invoice has 1 summary line of amount of invoice and amount owing, rather than it itemising each line on the invoice, which then means if you're trying to get totals it duplicates the total amounts meaning that the total is wrong.
Stewart Anderson
shared this idea
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78 votes
An error occurred while saving the comment Stewart Anderson
commented
Please put back/forward/page arrows at the top of the bank reconcilation page as well as at the bottom.
Stewart Anderson
supported this idea
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28 votes
An error occurred while saving the comment Stewart Anderson
commented
The default category for Corporation Tax on the P&L is Administrative Costs.
There is a Taxation section with no account codes categorised.
Please could you move the default for Corporation Tax to be Taxation so that I don't need to move it on every single client.
Stewart Anderson
supported this idea
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4 votesStewart Anderson
shared this idea
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1 voteStewart Anderson
shared this idea
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Favouriting reports seems to do nothing. Now it takes a lot longer to get to the reports I need, rather than having them readily available in the menu. This seems like a backwards step.
The massive time summary doesn't do anything for me, and the way we view jobs isn't the way that is presented (eg we've got a lot of onboarding appearing here, which isn't useful in any way).
Being able to add reports to the home screen could be a really useful widget.