Settings and activity

11 results found

1. Account transaction report - Add YTD balance column

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   submitted  ·  1 comment  ·  For small businesses  ·  delete…  ·  Admin →
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   Kaci Magallanes commented  ·  28 July, 2023  ·  Edit…  ·  delete…

   On the new GL detail report, we need the YTD column added back, as well as an option to only show accounts with transactions that period.

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   Kaci Magallanes supported this idea  ·  28 July, 2023

2. Workpapers - Carry existing packs forward when creating new ones

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes shared this idea  ·  28 July, 2023

3. Workpapers - Roll forward to the next years workpapers

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   In development  ·  7 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

4. Xero Workpapers - Order of Workpaper packs should be most recent FY first

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

5. Xero Workpapers - Being able to group entities into one client folder for related entities

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

6. Workpapers: Notify when Review is Complete

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   In development  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

7. Workpapers - Ability to use Custom Excel Templates

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   3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Kaci Magallanes supported this idea  ·  28 July, 2023

8. Xero Workpapers - Integrate with Xero Files

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

9. Workpapers - Inter-Entity

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Kaci Magallanes supported this idea  ·  28 July, 2023

10. Reporting - Ability to create own report code structure

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    201 votes

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    19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

    We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

    Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

    We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

    As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

    To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

    We see the value in providing more customisation in reporting. Right now we have some more codes… more

    Kaci Magallanes supported this idea  ·  28 July, 2023

11. Practice Manager - Dashboard for client bank feed status

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Kaci Magallanes supported this idea  ·  28 July, 2023