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  1. Reporting | Add multiple FY'S as common date selections

    3 votes

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    4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.

    I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?

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    Dale Phillip commented  · 

    I agree. Having specific financial years like 2024/25, 2023/24, and 2022/23 as direct date selections would make reporting much quicker, especially when you need to compare or review older periods. It’s a small UX improvement, but it removes unnecessary clicks and makes historical data easier to access. The same idea applies to websites like Truecaller https://truecallarapk.com/ having clear, predefined options for navigating call history or finding older information can make the overall experience much more efficient.

  2. New Journal Report - View file attachments from source transaction

    6 votes

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    submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Dale Phillip commented  · 

    This would definitely make things easier, especially when reviewing journals or preparing for an audit. Being able to click the journal entry and directly open the original transaction with its attached files would save a lot of time instead of searching for everything manually. Hopefully Xero can add this in a future update.