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27 votes
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Craig Van Niekerk
supported this idea
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204 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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244 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
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