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8 results found

  1. AU Tax - Xero Tax Trust Estimate For ALL Trust Types

    126 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Grant Thornton National supported this idea  · 

  2. Reporting - Ability to create own report code structure

    201 votes

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    19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes…

    An error occurred while saving the comment
    Grant Thornton National commented  · 

    The ability to edit the name of these additional report codes is critical!

    Grant Thornton National supported this idea  · 

  3. Xero HQ | Permissions - Bulk change staff permissions

    32 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Grant Thornton National supported this idea  · 

  4. User roles | Permission - Give cashbook client access to chart of Accounts

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Grant Thornton National supported this idea  · 

  5. Account Transactions Report - Show date transaction was raised

    43 votes

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    19 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Grant Thornton National supported this idea  · 

  6. Report Templates | Report Codes - Search Function on page

    21 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Grant Thornton National supported this idea  · 

  7. Report Templates - Livestock trading statement

    112 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Grant Thornton National supported this idea  · 

  8. Reporting - Ability to show/hide accounts based on balance

    6 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage. 

    We'll start to get a sense of the interest for this here, and let you know if there are any changes. 

    Grant Thornton National supported this idea  ·