Client access to Report Templates
Client access to Report Templates
In Xero HQ as a partner we have the ability to create report packages however it is only for use within our practice, it would be really helpful if we had the option to share these with our clients.
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Francesca Hart commented
I agree with everyone completely. It's ridiculous that us underfunded and resourced charities are expected to on-board and pay for a Xero Partner just because they have access to remplates that we do not.
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Debra Lloyd commented
I have 2 clients that need access to public tier 3 reports, but xero does not allow this which is crazy. Be great to be able to give access as required, please
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Craig Dennis commented
I'm a Chartered Accountant with a number of clients on Xero with one big reason being the Annual Report Pack for YE and tax accounts. I'm not big enough nor don't need Xero Practice... And the new report writing does not allow the bringing together of everything needed here including templated notes, company details and directors' reports all in one pack. Would Xero consider creating an Annual report Pack going forward?
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Jan Clark commented
I am a business manager at a School and a Chartered Accountant. I would love to have access to the reports feature in order to prepare the financial accounts but this is only available to Xero partners. Would Xero consider making this available as part of our subscription.
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Sharron DeCourcy commented
I am an accountant and would prefer to do my personal stuff at home and not need to access the practice reports to complete my own work.
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Donnie Buchanan commented
This would help for some, but might not work as they are based on report codes...........maybe the ability to just create a pack at client level......we can create custom PL, custom BS, custom anything, we just don't have the option to create a "pack" with all these custom versions
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Vivienne Knox commented
This would be a useful tool for our clients
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Kayleigh Purves commented
Would be really useful