Settings and activity

8 results found

1. Reports - Add report with all bank statement lines

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   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Natalie Adams supported this idea  ·  08 October, 2024

2. GST Audit report - Include narration from bank statement

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   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Natalie Adams supported this idea  ·  08 October, 2024

3. Xero HQ - Staff Audit Log

   26 votes

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Natalie Adams supported this idea  ·  26 November, 2023

4. Report Templates - Ability to add any report

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   43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 in report templates. We have a couple that I've linked below, or if there's another report you're really wanting to use please start a new idea for these and we can track the interest in these separately.

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports 
   • Report Templates - Add Tracking summary report

   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… more

   Natalie Adams supported this idea  ·  26 November, 2023

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

   66 votes

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   submitted  ·  13 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Natalie Adams supported this idea  ·  26 November, 2023

6. Document Packs - Send me a copy of the email

   40 votes

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   submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Natalie Adams supported this idea  ·  26 November, 2023

7. Xero Sign - Send copy to self

   70 votes

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   submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Natalie Adams supported this idea  ·  26 November, 2023

8. Invoices: Repeating Invoices - Bulk Import/Export

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   262 votes

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   submitted  ·  104 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Natalie Adams commented  ·  03 June, 2023  ·  Edit…  ·  delete…

   This is such an important function and I can't believe it has not been implemented since first suggested in 2014, Wow 9 years on and still not implemented.

   This would save hours of work for us if it was implemented. I have a security monitoring company that has over 250 repeating invoices that need to be imported into a new Xero file.

   They would also need to export and import with placeholders too.

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   Natalie Adams supported this idea  ·  03 June, 2023