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  1. Account transactions report - Option to group by MONTH

    7 votes

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

    Thanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.

    We'll keep a track on the interest your idea builds here and share if there is any progress.

    Lisa Amey supported this idea  · 

  2. financial accounts

    1 vote

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  System responded

    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. 🙂

    Lisa Amey shared this idea  · 

  3. Financial Accounts - Switch rules effect notes

    59 votes

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    6 comments  ·  Reports & tax » Reporting  ·  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.

    Lisa Amey supported this idea  ·