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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 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…

    Lisa Kinser supported this idea  · 

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

    104 votes

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    27 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  ·