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30 votes
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Craig Van Niekerk
supported this idea
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209 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
An error occurred while saving the comment Craig Van Niekerk
commented
This would be a great time saving function, should you be able to make it work. Good Luck
Craig Van Niekerk
supported this idea
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303 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Craig Van Niekerk
supported this idea
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When Reviewing Bank Account / (Reconciled) Account Transactions in Xero:
Please add extra columns for "Account" & "Tax Type" for ease of access to transaction's particulars.
Saving Users the inconvenience of having to click & open each transaction individually,
(while also being navigated away from the current page/or to a new tab) in order to review
the reconciled transactions' most relatively important information.
Perhaps Xero could even make the Columns selectable, in a dropdown menu. As we currently
have available in custom reports.
Thank you in Advance