Settings and activity

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1. Practice Manager - Audit trail for client history

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   31 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

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   Tyler Caskey commented  ·  12 November, 2024  ·  Edit…  ·  delete…

   This would be great to have

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   Tyler Caskey supported this idea  ·  12 November, 2024

2. Reporting - Ability to create own report code structure

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   19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  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 in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

   We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

   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… more

   Tyler Caskey supported this idea  ·  19 May, 2023