Report templates - Only show 'Ready to use' in a client organisation
When at the client level and adding a new report to a report pack generated from a Practice level report template currently the reports from the Xero report packs show up as well.
The reports that show in this list should be only the reports from the Ready to use list in the Report Templates of Xero HQ
4
votes
Michael Candy (Candy Gillespie Accountant)
shared this idea
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Tracy Woodfield
commented
It gets frustrating when to "add" a report you have to scroll through ALL the Xero reports until you get to your customised templates. If nothing else the firm's own customised templates should appear before the standard Xero ones.