Settings and activity
13 results found
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204 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
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Neville Boulds
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18 votesNeville Boulds
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9 votesNeville Boulds
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84 votesNeville Boulds
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63 votesNeville Boulds
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13 votesNeville Boulds
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8 votesNeville Boulds
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71 votesNeville Boulds
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6 votesNeville Boulds
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151 votesNeville Boulds
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84 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Neville Boulds
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103 votesNeville Boulds
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22 votesNeville Boulds
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We have 5 companies set up in Xero and this function is a big issue for us as we continuously improve and develop our reporting. Our chart of accounts is identical across all the companies. Please Xero, add this functionality for all multi-company subscribers.