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  1. Financial Accounts - Switch rules effect notes

    59 votes

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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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    Jim Bailey commented  · 

    Would be a great help

    Jim Bailey supported this idea  · 

  2. AU Tax - Xero Tax Trust Estimate For ALL Trust Types

    155 votes

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    22 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  AdminDavina Roper (Admin, Xero) responded

    Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.

    There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.

    As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️

    Jim Bailey supported this idea  ·