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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 development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for your feedback, and to those that connected with our teams to help with their research surrounding this.

    Our reporting product team have developed changes to help keep notes aligned with the related financial statements, including improving how report templates behave so report code mapping updates and new accounts flow through more reliably.

    You'll soon be able to create synced notes from report groups, with those notes staying connected to the source report and respecting switch rules.

    The intention is to make notes easier to maintain and the figures across the report pack easier to trust.

    These updates are already live for AU and NZ customers and will soon be available in all other regions. I'll be back to confirm when rollouts complete 🙂

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    Toni Kroos commented  · 

    Hi Brigitte, thanks for reaching out and sharing this opportunity. I’m really interested in contributing to the research, as I regularly work with report templates and managing notes in year-end financial reports, and I believe my experience along with insights I’ve explored using tools like HappyHorse Ai https://happyhorse-ai.ai/ could be valuable. I’m happy to join a 30-minute video call and walk through my current workflow by sharing my screen. I’ll check the link and pick a suitable time, but if needed, I’ll also suggest an alternative that works better for me.