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  1. NZ Tax | AIM - View mapped accounts

    3 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Appreciate you raising this idea, Amy We've gone through your suggestion and taken a closer look at how things currently work.

    Right now, there isn't a built-in way to quickly view which accounts are linked to each AIM report box directly within the report. Based on your description, we understand how this would simplify the review process and reduce unnecessary steps when updating report codes.

    We’ve moved your idea to Gaining Support, which means others can now vote and add their perspective. That input really helps when our product teams are looking at what improvements to prioritise.

    Natasha Waters supported this idea  · 

  2. Report Templates - Allow Xero blue client access to Report Templates in organisation

    91 votes

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    36 comments  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

    Natasha Waters supported this idea  · 

  3. Report templates - Option to include report fields for Net Profit before & after tax

    8 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Natasha Waters commented  · 

    Report fields and functionality of old report pack.

    We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all the other old reports.

    thanks
    Natasha

    Natasha Waters supported this idea  ·