Settings and activity
5 results found
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250 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
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Tina Kaye
supported this idea
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19 votesTina Kaye
supported this idea
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An error occurred while saving the comment Tina Kaye
commented
Please add a column for the Employee group name. A filter for groups, which has been added to the report, still doesn't allow for easy subtotalling of different groups.
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4 votes
Appreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.
An error occurred while saving the comment Tina Kaye
commented
There are a few different requests for this feature, all with different votes on each. They should all be combined together.
Please add another column for the tracking category (employee group). At the moment I need to do this manually and it takes time. Yes, I can filter by group, but what would be more useful, is to have subtotals per group and a total for the whole company. Not currently possible and quite time-consuming to achieve. This is a basic report required for calculating payroll tax for different employee groups.
Tina Kaye
supported this idea
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64 votes
Hi everyone, thanks for your continued feedback on this idea. We appreciate you sharing how important selecting multiple employees is for you when running this report.
Our product team has reviewed this and agree this is something they'd like to develop, though it isn't currently on the roadmap. We’ll update the status to Accepted, so that it’s formally put up for consideration.
In the meantime, Kelly mentioned the Payroll Activity Summary report lets you run reports by employee groups, though we understand this doesn't fully meet your needs with the two tracking category limit.
We'll keep tracking interest here and update you if there's progress.
Tina Kaye
supported this idea
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An error occurred while saving the comment Tina Kaye
commented
There are a few different requests for this feature, all with different votes on each. They should all be combined together.
Please add another column for the tracking category (employee group). At the moment I need to do this manually and it takes time. Yes, I can filter by group, but what would be more useful, is to have subtotals per group and a total for the whole company. Not currently possible and quite time-consuming to achieve. This is a basic report required for calculating payroll tax for different employee groups.
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53 votes
An error occurred while saving the comment Tina Kaye
commented
There are a few different requests for this feature, all with different votes on each. They should all be combined together.
Please add another column for the tracking category (employee group). At the moment I need to do this manually and it takes time. Yes, I can filter by group, but what would be more useful, is to have subtotals per group and a total for the whole company. Not currently possible and quite time-consuming to achieve. This is a basic report required for calculating payroll tax for different employee groups.
Tina Kaye
supported this idea
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I thought this would be one of the reasons Xero aquired Syft, so that we would gain this functionality within Xero. Are you saying there are no plans for the Syft dashboard to be able to provide a consolidated dashboard between two or more accounts?