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8 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.

    2 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

    26 votes

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    6 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

    17 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

    274 votes

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Lisa Kinser supported this idea  · 

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

    63 votes

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    22 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  · 

  8. Report Codes - Add/Edit codes from Chart of Accounts

    39 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.

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    Lisa Kinser commented  · 

    Please add this feature ASAP! My firm just rolled out firm-level customized reports that are amazingly detailed, but all of our hard work isn't easily implemented at the client level. We had to update report codes for each client before the firm-level reports are useful. This also currently requires maintenance and upkeep for any new accounts added, to make sure the report code makes sense. It sound at the very least be mapped intelligently, if we won't have the option to update this ourselves when creating a new account on the COA.

    I know someone at Xero spent a lot of time and resources on the firm-level reports, and it would be much more user-friendly with this report code feature added. Seems like a simple thing to add for so much improvement!

    Thank you so much!

    Lisa Kinser supported this idea  ·