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  1. Financial Accounts - Switch rules effect notes

    45 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In discovery  ·  AdminBrigitte Anderson (Admin, Xero) responded

    Hi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.

    How you can help:

    • This conversation will take about 30 minutes via video call
    • We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes

    If you're interested, please use this link to choose a time that best suits you.

    If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!

    We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.

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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  ·