Settings and activity
10 results found
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26 votes
Appreciate you raising the idea in the forums here. We'll continue to get a sense of the interest in being able to pull these Franking fields with the report builder.
If there are any plans made for enabling this we'll be sure to share with you all here.
Liz Reams
shared this idea
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126 votesLiz Reams
supported this idea
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91 votes
Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.
Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.
We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.
Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.
Liz Reams
supported this idea
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65 votes
Thanks for raising the idea with us here, community.
Currently, there's no functionality in Xero to have a single row have two different formulas for each column, or have two columns appear when grouped. (Example, the 2024 column cannot be calculated with 33% tax if the formula for the row is calculated with 39%)
Right now as Paul's noted 🙏, we'd recommend using a 'Custom' row in the Notes report and have the row heading be similar to 'Tax Payable (33% 2024, 39% 2025)'.
In doing so, you'll then be able to manually input the figures into this section of the notes report after you click 'Update layout'.
We don't have any immediate plans for developing this capability, but I want to assure you interest for this has been shared with our product team and we'll update you if there's any news.
Liz Reams
supported this idea
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77 votes
Hi Samantha, thanks for sharing this excellent suggestion for improving data integrity in Xero Tax. Preventing duplicate client records is incredibly important for practice management.
We've reviewed your idea to have the duplicate TFN warning also check against archived clients when creating a new record. Your suggestion is now ready to gain support and feedback from other members of the community.
Along with votes, other tax professionals can now share their experiences and comment on how this enhanced warning would help ensure clean client data within their practice.
Liz Reams
supported this idea
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75 votes
Hi team, this report has been split out from a previous one that requested the addition of both payroll and tracking summary reports to Report Templates. It's unlikely both these reports would be added at once, and it's good to track the interest in each.
While we have just released a new Tracking Summary report in Xero this isn't something that's been added to Report Templates just yet, if there are any plans for this we'll let you know here. Thanks
Liz Reams
supported this idea
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39 votesLiz Reams
supported this idea
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38 votes
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 🙂
Liz Reams
supported this idea
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129 votesLiz Reams
supported this idea
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29 votesLiz Reams
supported this idea
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