Settings and activity
7 results found
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50 votes
Carolyn Targosz
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20 votesCarolyn Targosz
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80 votes
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!
Carolyn Targosz
supported this idea
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8 votesCarolyn Targosz
supported this idea
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4 votes
Thanks for sharing in the community here. While we appreciate there are some organisation's that have a large number of accounts, the current 200 limit per page is sufficient for majority of organisations to see their full list of accounts and we don't have plans for extending this.
Carolyn Targosz
supported this idea
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1 vote
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 🙂
Carolyn Targosz
shared this idea
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7 votes
Hi Serena, thanks for your suggestion to add year-to-date comparatives in the Insights tab in Xero HQ.
We’ve reviewed the idea and it’s now been marked as Gaining Support. This is a useful request that could add more context to client performance and make the Insights tool more valuable for advisory work.
We’ll be keeping an eye on how much interest this generates. If this feature would be helpful in your practice, feel free to add your vote or share how you'd use it, that kind of input is always helpful.
Carolyn Targosz
supported this idea
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