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  1. Account transactions report - Option to group by MONTH

    10 votes

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    2 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. Company Accounts - Pulling resignation dates from Companies House

    2 votes

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    0 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks for taking the time to share this idea — we can see why this would be helpful.

    We've now moved this idea to Gaining Support 🌟. This means we've recognised it as a valid feature request and we're now gathering feedback from customers to help us understand the level of demand and the impact it’s having.

    We agree it would make sense for the resignation date to flow through automatically into the final report when that information is already available in the Company Information section.

    At the moment, this isn’t done automatically, so the current workaround is to manually include the resignation date in the director details where needed for presentation in the final accounts.

    If this is something you'd like to see improved, please add your vote and any extra detail about how it affects your workflow. That helps our product team better understand the demand and the use case.

    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  ·