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← Share and support customer ideas for Xero

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7 results found

  1. Xero Tax - Print Tax Summary as a separate report

    17 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lisa Kinser supported this idea  · 

  2. US Tax - Create Schedule C Report with Full Cost (Total/Gross Cost Inclusive of Sales Tax) for tax return.

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Lisa Kinser supported this idea  · 

  3. Published Reports - Save with custom filters

    30 votes

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    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Lisa Kinser commented  · 

    I agree, saving our decimal preference on published reports shouldn't be something we have to click every time, or make sure my team is clicking to show decimals every time as well.

    Lisa Kinser supported this idea  · 

  4. Xero HQ - Mark months as Reconciled for each client

    2 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Lisa Kinser supported this idea  · 

  5. Report Templates - Add a button at the top of the report page to "Create Report Pack" to add any report to adviser report packages

    19 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Lisa Kinser supported this idea  · 

  6. Report Templates - Ability to add any report

    297 votes

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    43 comments  ·  For small businesses » Accounting features  ·  Admin →
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    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

    Lisa Kinser supported this idea  · 

  7. Manual Journals - Ability to post journal entries to bank/cash accounts

    117 votes

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    31 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.

    Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

    Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

    Lisa Kinser supported this idea  ·