Settings and activity
2 results found
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39 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
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Mary Grace Dorman
supported this idea
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15 votes
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An error occurred while saving the comment Mary Grace Dorman
commented
Hi Xero team, it would be really helpful to have a quick lock/unlock icon under Accounting for financial settings. Right now it takes too many clicks to check or change, and a one-click option would make month-end and year-end so much faster and easier.
Mary Grace Dorman
supported this idea
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I would like to request the ability to organize custom reports into folders within Xero. As the number of custom reports grows, it becomes increasingly difficult to manage and locate specific reports quickly. Having the functionality to group custom reports into folders (e.g., by department, reporting period, user, or project) would significantly improve usability and efficiency.
This feature would be especially helpful for teams that rely heavily on customized reporting, allowing us to maintain a more organized and streamlined workflow. Ideally, folders should support permissions or sharing settings to help control access to sensitive reports.
Thank you for considering this enhancement. It would be a valuable addition to the reporting functionality in Xero.