Settings and activity
19 results found
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109 votes
Thanks so much for your continued feedback and for casting your votes for automating losses carried forward in Xero Tax NZ. We genuinely appreciate you highlighting the challenges you face with the current process, and understand that manually re-entering these figures is a significant pain point for many of you.
I wanted to let you know that this idea is currently In discovery - Meaning our product team is actively researching and exploring the best ways to address the need for automated loss carry-forwards, including how different loss types behave and how to ensure a seamless flow of data within Xero Tax.
We'll be sure to provide another update as soon as we have more information to share on our progress.🙂
Paul Snyman
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37 votes
Hey team, we appreciate the feedback we've received and the support this idea has.
Your idea is definitely on our product teams radar. Although there are no immediate plans to share right now, we will be sure to update you of any change that'd help, here. Thanks
Paul Snyman
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18 votesPaul Snyman
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19 votesPaul Snyman
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42 votesPaul Snyman
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105 votes
Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
Paul Snyman
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160 votesPaul Snyman
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34 votesPaul Snyman
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17 votesPaul Snyman
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88 votesPaul Snyman
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69 votesPaul Snyman
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40 votesPaul Snyman
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94 votesPaul Snyman
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40 votesPaul Snyman
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37 votesPaul Snyman
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12 votes
Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.
A couple of pointers to note, are;
- ensure you have the Edit report templates permission, then
- add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.
We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.
Paul Snyman
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112 votesPaul Snyman
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28 votesPaul Snyman
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5 votesPaul Snyman
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