Skip to content
← For small businesses

Enter your idea

For small businesses: Accounting features

Categories

(thinking…)

Report Templates | Copy - Client to practice, or client to client

There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.

Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another

59 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Graham Oddy shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Margaret Cooke commented  ·   ·  Report

    I would like to copy the ASK Template from one practice to another practice. We handle two practices here. I would save me time having to redo all the template types; Sole Trader, Business, Trust, Personal Tax queries from one to the other.

  • Back Office Super Shoppe commented  ·   ·  Report

    100% agree with this. I was surprised to find I couldn't add the Payable Invoice Summary report to a practice report template let alone a customised payable invoice summary report from one client to another.

  • Melanie Lala commented  ·   ·  Report

    Capability to copy Management Report Packs from one client to another. This would save HOURS and, in my opinion, should have been implemented with the NEW reports (and Management Reports) were first LIVE. PLEASE consider this a Priority as we are about to enter Tax Season and we need to focus on our clients needs, not report formatting. THANK YOU!

2 Next →