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7 results found

  1. Profit and Loss - Tracking categories in rows and annualised per periods (in columns)

    50 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Carolyn Targosz supported this idea  · 

  2. Hubdocs App - the ability to add expense code and tracking category

    20 votes

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    submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  Admin →
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    Carolyn Targosz supported this idea  · 

  3. Report Templates - Add Tracking summary report

    86 votes

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    8 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  4. Xero HQ - Bulk bank feed refresh

    8 votes

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    submitted  ·  1 comment  ·  Practice tools  ·  Admin →
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    Carolyn Targosz supported this idea  · 

  5. Viewing full list of the Chart of Accounts from client's Xero organisation

    4 votes

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    1 comment  ·  Practice tools  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  6. Reports - Add Tracking Category Column/Breakdown to Trial Balance

    1 vote

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Carolyn Targosz shared this idea  · 

  7. Xero HQ | Insights - YTD comparatives

    8 votes

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    0 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    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  ·