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  1. AU Tax - Schedule EFT reconciliation reports

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.

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    alot ubvid commented  · 

    The AU Tax Schedule EFT reconciliation reports feature allows businesses to automate the daily request of EFT reconciliation reports in XPM, eliminating the current manual process restricted by Business Settings permissions. These reports can be made accessible in a Custom Reports area or within standard reports, enabling admin staff without Business Settings access to view ATO EFT reconciliation reports filtered by date and Tax Agent Number. Additionally, a separate permission can be added to control access to these reports, ensuring proper security and workflow management. For an example of a helpful online tool to simplify calculations, you can also check out https://calcularporcentajeonline.es/ .