Settings and activity
5 results found
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10 votes
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13 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.
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GPFR In Xero
commented
This comment is wrong: Currently there is only the ability to enter 4 Directors names into the Report fields in 'Advanced accounting › Report fields and schedules'
So when we run the advisor reports, on the Director Declaration's page we have to manually type in the extra directors.
Can you increase the fields for more than 4 directors and even more than 4 partners.Answer: set the system up properly with more signatory panels
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16 votes
Thanks for sharing your feedback on using Report Fields in group headings. We’re pleased to share we're in the process of rolling out dynamic group headings.
Using the Layout Editor, practices will be able to choose whether a group heading uses static text or a Report Field.
When a Report Field is selected, the heading is populated dynamically and updates automatically when the field value changes. This is also reflected in Report View, PDF exports and Excel exports.
We value hearing how this change would help reduce manual updates and makes report templates more reusable across clients.
This is now live in AU and NZ and will be with all other regions soon, I'll round back to confirm once it's live to all.
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commented
This was rolled out last week, we made a video - https://youtu.be/X3pLDA7n1Y8?si=dBvNV8Hu60--562n
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38 votes
An error occurred while saving the comment GPFR In Xero
commented
Hi Ruth, we build XYZ & GPFR in Xero for accounting firms, including ACNC financial reporting (associations, company limited by guarantee). Please feel free to each out - donnie@entrycounts.com - 0424554171 - See our ACNC whitepaper here https://drive.google.com/file/d/1eFIADkvQQ39A_9SSHX_2uB464OhCXP6t/view?usp=sharing
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46 votes
Thanks for sharing this idea and for explaining the practical ways this could help in your reports.
We can see why this would appeal to firms preparing financial reports.
We’ve updated this idea so it can gather wider visibility and input from the community. From here, other customers will be able to add their support, vote on the idea, and share more detail about how they’d use this in their own workflows. We’ll also continue to post any future updates on the idea here so you can follow along with any progress🙂.
GPFR In Xero
supported this idea
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They have this in the United Kingdom, was released late 2025.