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  1. Reporting - Edit file name when exporting

    85 votes

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    40 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Erika Kuzma supported this idea  · 

  2. Report Templates - Allow "Current date" to be inserted in reports at the client level.

    16 votes

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Heya team! We know it's been a while since this idea was initially started but we really appreciate your feedback on how dynamic dates for report templates would be useful.

    Our reporting product team are currently doing some discovery that could possibly solve for the needs here and we'd love to get your input to help validate their research.

    If you'd be keen to be involved please book a time with our team through the 👉 link here.

    We really appreciate your engagement, and I'll be sure to share outcomes in our next update.

    Erika Kuzma supported this idea  · 
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    Erika Kuzma commented  · 

    I've just asked the same question to the support team today (see attached screenshot). Can be very frustrating when someone overrides the inserted field - especially when a bit of time has already gone in to personaling the accounts pack and re-running it would be time wasteful.