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  1. Financial Accounts - Switch rules effect notes

    52 votes

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    6 comments  ·  Reports & tax » Reporting  ·  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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    Jim Bailey commented  · 

    Would be a great help

    Jim Bailey supported this idea  · 

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

    146 votes

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    19 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  ·