Settings and activity
32 results found
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27 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
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Zoe Giles-Jones
supported this idea
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6 votes
Great to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks!
An error occurred while saving the comment Zoe Giles-Jones
commented
Hi kelly. Sorry for the long delay in reply. Advisor reports - financial statements. When im on the first page of the our financial report and i select to have no comparison year, when i go to the second page, it defaults back to showing the compare to 1 year. Would be good to be able to apply to all pages when selected form the first page
Zoe Giles-Jones
supported this idea
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An error occurred while saving the comment Zoe Giles-Jones
commented
On the first page where you can select to have comparative or only current year showing, option to tick and apply to all reports – would be handy for first year clients where they don’t have comparatives, instead of updating on every report
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7 votes
Thanks for your engagement in this idea, everyone. Apolgies it's taken so long to update you here, and appreciate the confirmation of where you'd like to see this.
We want to be honest that we don't have any planned work for developing print options at the organisation level atm. If there's any changes to share we'll let you know.
An error occurred while saving the comment Zoe Giles-Jones
commented
Hi Kelly, Financial reports but any advisor reports this would be great
Zoe Giles-Jones
shared this idea
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166 votesZoe Giles-Jones
supported this idea
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49 votes
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.
An error occurred while saving the comment Zoe Giles-Jones
commented
Yes - actually linking notes to the balance sheet and report codes from the balance sheet flowing to the notes, would allow for swing accounts between trade & other receivables and trade and other payables etc. to work in both balance sheet & notes (currently we’re restricted because the swing doesn’t work in the notes as receivable & payable are two separate notes that don’t connect).
Zoe Giles-Jones
supported this idea
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180 votes
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
Zoe Giles-Jones
supported this idea
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201 votes
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…
An error occurred while saving the comment Zoe Giles-Jones
commented
We require additional report codes, particularly for financials, in the Adviser reports. More codes are needed to group and map Fixed Assets, and it's necessary to further breakdown Plant and Equipment into categories such as Furniture & Fittings and Office Equipment. We spend excessive time modifying report layouts to achieve this, and automation would be more efficient. Additional user-defined fields that are compatible with our practice would also be advantageous.
Zoe Giles-Jones
supported this idea
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298 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Zoe Giles-Jones
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22 votesZoe Giles-Jones
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40 votesZoe Giles-Jones
supported this idea
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20 votesZoe Giles-Jones
shared this idea
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32 votesZoe Giles-Jones
shared this idea
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Please give this functionality. We also have this issue and clients come to us months later asking why this user still has access, months after he has left the firm. And for us advisors, we shouldn't have to leave this for our clients to action.