Settings and activity
3 results found
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1 vote
Katrina _
shared this idea
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67 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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60 votes
Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.
While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.
For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.
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 !!!