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  1. 17 votes

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    Currently, you can include an Exchange rate note in the Trial Balance report, however it's not possible to run this report in another currency.

    We don't have any plans for extending the reports that can be run in a foreign currency atm, but it'll be good to get an idea of the interest for this here and we can share if there is any change.

    Lucy Artingstoll supported this idea  · 
  2. 21 votes

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    Lucy Artingstoll supported this idea  · 
  3. 24 votes

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    Lucy Artingstoll supported this idea  · 
  4. 27 votes

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    Hi all, wanted to share a workaround here for those who aren't already aware.

    You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.

    We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!

    Lucy Artingstoll supported this idea  · 
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    Lucy Artingstoll commented  · 

    Additionally it would be helpful if it would be possible to incorporate a automatic journal to move the CIS from the two CIS control accounts to PAYE each tax month

  5. 217 votes

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    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

    Lucy Artingstoll supported this idea  · 
  6. 1 vote

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    Hi Lucy, Thanks for sharing your idea, and letting us know the changes that matter most for you. As you've found it's currently not possible to save a client report to be used in your practice.

    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.

    Lucy Artingstoll shared this idea  ·