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  1. Financial Accounts - Switch rules effect notes

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    6 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, appreciate wanting an update from us here, and we'd like to thank those that have additionally added their support since our last update.

    I’m pleased to let you know our reporting product team is working on a new synced notes experience that's intended to keep notes aligned with the source report, including carrying through switch rule behaviour.

    We understand current behaviour means figures can stop matching when switch rules move balances between groups in the source report. - The work our team are doing is designed to solve that by allowing you to create synced notes from groups in a report. These synced notes will stay connected to the source report and respect switch rules, helping the related note figures stay aligned.

    We've already started rolling this out for AU and NZ customers and I'll round back to confirm once it is live to all regions. 🙂

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    Dean McKenzie commented  · 

    Same here, this should be a fundamental function for notes to the balance sheet.

    Dean McKenzie supported this idea  ·