Settings and activity
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4 votes
Daniel Shepherd
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17 votesDaniel Shepherd
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38 votes
Hi team, we really appreciate everyone that got involved in the teams research late last year. Appreciate it's been sometime since our last engagement here, but I'd like to share that this is still a feature our teams are investigating a solution for and we expect to be able to share further news if we can progress in the next few months. I'll be back again with more of an update. Thanks!
An error occurred while saving the comment Daniel Shepherd
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27 votesDaniel Shepherd
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8 votesDaniel Shepherd
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44 votes
Hi community, thanks for engaging with this idea! It’s already gaining strong traction, and we can see how important this is to many of you.
We understand the value of being able to map general ledger accounts directly to all tax return schedules in Xero Tax, not just the business schedule. This improvement would go a long way in streamlining tax workflows, increasing efficiency, and reducing the risk of manual entry errors.
The idea is now in the Gaining Support stage. Your continued votes and comments help highlight its importance and guide our product team's priorities.
Daniel Shepherd
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29 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Daniel Shepherd
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Yes! This, and similar issues make rolling over accounts each year take so much extra time, doing and checking for tasks that a computer should be automating.
In the same vein:
* being able to add comparatives for the prior year to all reports should be a quick easy option.
* Xero financial reports should remember when we select to "include cents" and default to that next time, at least for that client. (Current behaviour is that it always defaults to rounding to the nearest dollar, and is a huge pain to reset each and every report if I forget to select cents one time.)
* It is a lot of work to locate and map a financial report code to new accounts added to a chart of accounts, for new accounts added since last year. There should be an interface that shows what are all the new accounts recently added that have a balance at year end, and lets you quickly map them to a spot in the financial statement report.
* Alphabetise (or add it as an option to trigger a re-sort) the entire list of accounts displayed in reports (eg. P&L), including the ones in groups. (Current behaviour is that groups appear first in P&L expenses report, even though the grouped accounts look the same as an individual account once previewed/printed.)
* The whole financial reporting interface feels a bit tired and quite inefficient. Please can Xero sit with some firms who use this and re-imagine a better workflow, so that rolling over from one year to the next is not an hours-long process just to produce a report, because the whole process should be way quicker, especially when there have been minimal structural changes to the underlying business itself.
* Instead of a huge vertical scrolling interface that make moving accounts difficult, because clicking into groups to reveal sub-accounts to search for account lines and then dragging them up and down is slow and inaccurate, maybe the list of accounts (and unused/new accounts) could be on the left of the screen, and can be dragged across to the right-hand-side of the screen onto the WYSIWYG report page on the right.