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  1. 75 votes

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    We appreciate you sharing feedback on the changes we could make to further enhance the new navigation for you, here!

    Understanding that sub menus or more levelled drop downs could be helpful in some places, this is an idea our product team have a close eye on.

    If there is any news I'll share an update with you all on this, here.

    Jeremy Palazzo supported this idea  · 
  2. 84 votes

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    Hi team, we appreciate your valuable feedback on how we could keep improving the new navigation experience for our customers.

    We appreciate hearing how and why sub menus could be helpful in some sections of the navigation and this is something our product team are monitoring closely.

    I will share if there are any plans or progress to share on this, here.

    Jeremy Palazzo supported this idea  · 
  3. 113 votes

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    Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.

    Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.

    We'll let you know if there are any updates, here.

    Jeremy Palazzo supported this idea  · 
  4. 297 votes

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    Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

    We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

    Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

    We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…

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    Jeremy Palazzo commented  · 

    This would be a huge improvement. Ability to upload a custom report would also be ideal however the ones James has mentioned will save a lot of advisors a lot of time!

    Jeremy Palazzo supported this idea  ·