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Xero Switch Rules

We are aware that this is a big change for some of you and that it will take some time to get used to the new reports. That`s why we give you enough time to change, so you can do it at a time of year that works for you – for example, a quieter period or the start of the new exercise. Once a new report is accessed, the entire screen has a lowercase font. Some reports will not be withdrawn on this date because we update them in a different way or at a later date. These include the Budget Manager, Business Performance Dashboard, Payroll, Payroll, Tax, GST Reconciliation Reports, and Reporting API. All of our new reports have been created for Xero customers. The Xero community has asked for and voted for many improvements, and we`ve tested them with small businesses and consultants who tell us they like improved flexibility and customization. Our customer research shows us that people who try new relationships love them. But we`re going to deploy a lot of resources over the next year to help you. These include: If you`re not sure where to start, we recommend opening the new revenue and loss report in Xero. There`s a hands-on product tour that walks you through the new layouts and settings so you can feel more confident trying out new reports. As mentioned in the previous comment, change the features and backend, but let the screen and report formatting speak. You will have access to older versions of our reports until they are withdrawn.

After this date: Agree with all of the above, you are constantly changing things that do not need to be changed, please listen to your users, not your IT staff who like to change things Instead of changing what already works, why not add features that should be part of the basic software offering, as TRUE multi-currency reporting. Many of your customers have requested reports in the real currency that are not automatically converted to the base currency of the jurisdiction in which they operate. Yes, I hate new styles of reporting – not easy to set up at all. I find them time-consuming when trying to get the new report styles to display the information our customers need, are used to seeing and appreciating the old report styles!! Please take note of XERO. We`ve also made it easy for you to provide feedback – just click the “Comments” button in the Tips and Tricks section of the new P&A, Balance Sheet, or Account Accounting Reports and share your thoughts. This feedback helps our teams understand how we can improve your experience. Impressive.. Do you hear Xero?? There seems to be unanimity on the new reports. I forget how horrible everyone looks (no comment), I`m so tired of hearing the hype around the reports.

I literally have two pages with real FUNCTIONAL changes that I would like to see, suggestions made from the beginning!! (Hello Navigation “Take me back to where I was before editing”). Can we pass reports to some of them? Honest.. Everything beyond the most basic reports is Xero – sorry, zero – interests each of my clients! (Ok, there`s one exception – thanks for finally coming to the sticky headings and columns. But seriously?? This should have been done when preparing the report!) They improve layouts, and so many users are not satisfied with them, which invests money in better features than current layouts. I doubt very much that you have consulted with a significant number of accountants who use the product on a daily basis. And given my experience with the new report and the comments above, I challenge your hype: “Our customer research shows us that once people try the new reports, they love them.” That`s why we`re retiring older versions of our reports in Xero. This means that you will no longer be able to use them as of July 31, 2023. As you can see, there is now a lot of value to discover in our new reports.

But our teams are working hard to develop this even more in the coming months. Luckily for Xero, it`s still the best of a bad set of accounting platforms for that market level. I have been using Xero for 8 years and if there was a better alternative, I would seriously consider moving my clients, even if it meant covering the transition costs. I hope you enjoy the new reports as much as we do, and look forward to hearing how they provide the information you need to help your business or practice succeed. Last year, we announced that we had begun updating the technology behind the Xero platform to help our teams develop new features faster than ever before. Today, we`re excited to announce that we`ve reached an important milestone in this Xero reporting project. I gave up using tracking codes. Too difficult Where is your easy-to-read indexed online user guide that covers all reporting options? Why change when something works perfectly. Please add features that should be part of the new technology offering.

I tried the new reports and it doesn`t work at all for us. please DO NOT remove older versions. I also hate your new reports. The layout is ugly, it`s hard to figure out how to filter and save, and some of the reports are now inaccurate, i.e. P&L entering both positive and negative amounts. When I open a new report, I first change the font, font size, remove line breaks, remove mail merge and centering, remove 150% zoom, change row height, and change column widths. But we`re not done yet. Our teams have big plans to add even more reports and features in the future. To do this, they really need to focus on new reports instead of spending their time maintaining older versions that are now obsolete.

I agree with all of the above comments. I have been working on various accounting software packages for over 50 years. Do the “people” who plan these changes actually do daily work in Zero? It`s simple but works – the new layout is messy, you can`t find/locate the data easily – AP comes to mind. Why change what works. It is difficult to adapt many reports to what they were before. Listen to the people who really matter and fix things, otherwise you`ll lose customers. Things have changed a lot in the new reports over the past year. So, if you haven`t tried them recently, now is a good time to take another look.

Here`s what you can expect: Soon, we`ll be adding more reports in Xero – including general ledger, journal and bank reconciliation reports – as well as foreign currencies in new reports. We`re also planning a new feature that will allow you to quickly apply your favorite layouts to multiple organizations. We have had two versions of our reports for some time – the old version and our “new” reports. Our new reports now have some really cool features to help you quickly access answers and streamline your financial analysis. We need a better VAT return or an easy way to determine which VAT returns include transactions instead of having to search through all returns to find out. Completely agree with all comments here, please listen!!.