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  1. Report Templates - Ability to add any report

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

    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

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    Rachelle Bissett commented  · 

    Would be incredible to be able to create a customer report pack that includes GST Reports and activity statements. As a business this would be extremely advantageous to have all reports we use to review gst quarterly in the one spot to print and review. then also if an update is made, is all udpated in the report pack when you refresh.

    Rachelle Bissett supported this idea  ·