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Report Packs – next big step

Posted 6 years ago in Advisors by Xero Blogger
Posted by Xero Blogger

Report Packs make the task of preparing reports for clients much more efficient. For accountants it’s a fundamental change in the way they work.

Instead of creating individual reports for each client from scratch, Report Packs allow you to build report templates at the practice level, then run these across different sets of clients. We think this is productivity game changer for accountants.

All of this is made possible by Xero’s single ledger architecture and a layer of database smarts we call Report Codes.

As you know we’ve been working on the full development of Reports Packs in stages. Today we’ve released the next significant update. This major release includes the ability to edit text in places like summary blocks and notes. You can also paste in schedules from Excel (yes really!!!) and play around with rich text editing.

And that’s just some of the new enhancements. Check out the video for all the other goodness.

Developing the core functionality of Report Packs is a massive project. We’ve spent time with partners in our local market of New Zealand to get it right. We’re already working with Grant Thornton for Australian reports and work will start soon for the UK, then the US shortly after.

We’re so proud of our R&D team. Not only have they been working for a long time on getting the base architecture right so we can do this magic, but some of the drag and drop and other UI features we believe are breaking new ground for web applications. Also a huge thank you to our tireless testing team. This has been a huge and complex bit of work.

We’re excited to know what you think.

Let’s get reporting!!!


Gayle Buchanan
February 20, 2012 at 1.21 pm

super super ‘A’ for awesome – thanks so much Tokes and the team – you make us look soooo good for clients – totally appreciated!

Michael Schlederer
February 20, 2012 at 8.55 pm

I’ve been waiting for this for a long time. Thank you!

Rashesh Joshi
February 21, 2012 at 7.47 am

Richard. Great news – I can tell you, we are itching to have this here in the UK. I m telling you, “we get it”. Get it IXBRL compliant and you ve got clients for life…

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