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  1. Xero Advisor Financials - Automatically fill notes or alert if figures don't match

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    3 comments  ·  Practice tools  ·  Admin →
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    In discovery  ·  Brigitte Anderson responded

    Hi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.

    How you can help:

    • This conversation will take about 30 minutes via video call
    • We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes

    If you're interested, please use this link to choose a time that best suits you.

    If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!

    We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.

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    Brahim Diaz commented  · 

    Currently, I find that notes need to be updated manually on the financial statements, and new accounts must be added to the respective notes; otherwise, the figures won’t match the financial statements. I feel this process invites errors, as it’s inevitable that updates will sometimes be overlooked. It would be much simpler if Xero could recognize which note is connected to a financial statement line item and automatically populate the notes with the same accounts grouped in the financials, or at the very least, provide an error alert if the totals in the financials don’t match the connected note.
    https://entcare.ae/