Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Xero HQ | Document portal (without e-sign)

    67 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Luke Rainone supported this idea  · 

  2. Report Templates - Ability to add any report

    297 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    43 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.

    We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.

    As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks

    An error occurred while saving the comment
    Luke Rainone commented  · 

    I agree with James
    The ability to add additional reports to the report pack would increase efficiency significantly. Would definitely love to avoid exporting several documents every single time.
    Also, would be lovely if we could add our own templates to the report packs (for example a firm wide GST rec rather than the Xero report). Adding external workpapers/reports would be the cherry on top

    Luke Rainone supported this idea  ·