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  1. Trial Balance with Similar Account Type Groups

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Chitrang Bhavsar shared this idea  · 

  2. Reporting - Trial balance split by category

    4 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea to show the Trial Balance by category and now it's up to the community to get behind and support it.

    In the meantime, did you know that you can group the Trial Balance by 'Account Class' or 'Account Type'? Whilst not the exact functionality requested, these options allow you to split the accounts up within the report.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Chitrang Bhavsar shared this idea  · 

  3. Report Templates - Add Tracking summary report

    83 votes

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    8 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.

    However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.

    I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!

    Chitrang Bhavsar supported this idea  · 

  4. Fixed Assets - Dispose multiple assets at once

    424 votes

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

    Hey everyone, thanks for all your valuable feedback and support on this idea here.

    It's nice to see tips being shared throughout this thread to help others managing multiple assets. The suggestion to group similar items (like office chairs or laptops) into a single asset with a quantity can be an efficient way to handle things. When you need to dispose of some, you can then perform a partial disposal by updating the quantity, which helps save a few steps.

    Wanting to share an update for you all, although I appreciate it will not be the news hoped for - Developing the capability to bulk dispose assets isn't on our current roadmap. We will keep an active eye on the support this continue to build here and be sure to let you know if anything changes here.

    Chitrang Bhavsar supported this idea  · 

  5. Trial Balance - Enable "Edit Layout"

    13 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Chitrang Bhavsar supported this idea  ·