Settings and activity
11 results found
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87 votes
An error occurred while saving the comment -
3 votes
An error occurred while saving the comment 
Daniel Bland
commented
There are third-party tools - like RecHound - that can do exactly what you are asking for by creating account groups and linking multiple associated accounts. For example, fixed assets and depreciation accounts.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
4 votes
An error occurred while saving the comment Daniel Bland
commented
There are third-party tools - like RecHound - that can do the balance sheet rec much easier.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
104 votes
Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
An error occurred while saving the comment Daniel Bland
commented
There are third-party tools - like RecHound - that can do what you are asking. You can roll forward your support items for any account from any previous month.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
3 votes
An error occurred while saving the comment Daniel Bland
commented
While not in the analytical review, there are third-party tools - like RecHound - where you can add comments to lines.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
7 votes
Thanks for sharing this great idea for improving efficiency in reports.
For anyone looking to achieve this now, you can view transactions across all time by selecting a custom date range in your reports. By setting the start date to your organisation's first transaction date and the end date to today, you can get a full historical view of your data.
We see the value in your suggestion to add a preset 'All Time' or 'All Dates' option, which would make this process a faster, one-click action.
To align with our new statuses for Xero Product ideas, we've updated the status of this idea here. We encourage everyone who would find this feature useful to keep voting and sharing comments. Learning more about the specific reports you'd use this for and how it would help your business helps our product team understand the potential impact.
An error occurred while saving the comment Daniel Bland
commented
There are third-party tools - like RecHound - that can do what you are asking for, in terms of the balance sheet at least.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
4 votes
Hi team, we appreciate your input in Product Ideas and the idea shared here. Since US payroll was removed from Xero in 2019 we don't have any plans for making changes in the product for this.
We understand it's not the ideal solution however if you have tax bills or payroll transactions that weren't marked as paid before Payroll was decommissioned, you can post manual journals to adjust the balance of the relevant accounts.
While you can post manual journals to most accounts in Xero, there are some exceptions such as accounts payable. You'll need to use other methods to make adjustments to these account balances we have some help to guide you on this in Xero central.
An error occurred while saving the comment Daniel Bland
commented
There are third-party tools - like RecHound - that can clear these transactions for you, so they no longer affect your month-end balance sheet recs.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
1 vote
An error occurred while saving the comment Daniel Bland
commented
There are third-party tools - like RecHound - that can do what you are asking, by providing grouping of accounts.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
3 votes
An error occurred while saving the comment Daniel Bland
commented
There are third-party tools - like RecHound - that can do what you are asking, by providing grouping of accounts.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
2 votes
Thanks for submitting your idea on Xero Product Idea's, Ryan. We appreciate you taking your time to share changes that would be most meaningful to you.
Being open, we don't have any current plans for changing the Custom report behaviour but we'll continue to track the interest through your idea here and will update if there is any changes to share.
An error occurred while saving the comment Daniel Bland
commented
There are third-party tools - like RecHound - that can help do what you are asking for your month-end processes.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial -
1 vote
An error occurred while saving the comment Daniel Bland
commented
There are third-party tools - like RecHound - that can do what you are asking for each account in the balance sheet.
Quick video here highlighting the features:
https://www.rechound.com/video-demoIf you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial
There are third-party tools - like RecHound - that can do what you are asking, but only for balance sheets.
Quick video here highlighting the features:
https://www.rechound.com/video-demo
If you like it, you can link it to your Xero and start a free non-obligation trial here:
https://app.rechound.com/starttrial