Settings and activity
3 results found
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1 vote
Katrina _
shared this idea
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71 votes
Thanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
An error occurred while saving the comment An error occurred while saving the comment Katrina _
commented
Too many columns means required information cannot be sourced at a glance. This undermines the benefits of Xero by a large margin. I understand the need for new reporting, but I don't understand why the drill down has to become unwieldy at the same time. Help !!
Katrina _
supported this idea
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65 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
Katrina _
supported this idea
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This adds literally hours of extra time - every week ! - to working on the reports.
and especially when we need to send info to clients. all those extra columns need to be taken away so that our questions can be presented clearly. of course we get used to changes over time, but this one is still painful so many months on. Help !!!