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5 results found

  1. Reporting - Create folders to manage reports (Custom, Published and Archived)

    34 votes

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    20 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the example, Shellee! That's a good few departments 😮


    There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 


    We'll begin tracking support in this here. 

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    Kathleen O'Day commented  · 

    The list of custom reports can get unruly. I would like a way to create parent folders in Xero so they would be easy to organize.

    Kathleen O'Day supported this idea  · 

  2. 1099s - Exclude Ramp credit card transactions from 1099 reports.

    15 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Kathleen O'Day supported this idea  · 

  3. Permissions | Cashbook Client - access 1099 report

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Kathleen O'Day supported this idea  · 

  4. US 1099 - Identify Checks and Debit Card activity on bank accounts

    7 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kathleen O'Day supported this idea  · 

  5. Practice Manager - Audit trail for client history

    259 votes

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    29 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Kathleen O'Day supported this idea  ·