Report Templates - Allow Xero blue client access to Report Templates in organisation
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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Laura Mason commented
SOOO Many reasons for this - Ideally as an owner with many protocols to follow e.g. AML, Privacy & security to name a couple having more access control options for ALL tools would be beneficial - being able to select from HQ ALL the different types of products and levels from ONE is even better. An example is not only for transparency for clients & owning their own data but also for the modern practice engaging with specialist contractors.
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Kieron Hutchings commented
If I'm already paying for a programme with a feature that exists, it would make sense to be able to use it rather than having to pay someone else for something that could be easily completed at home.
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Elaine Hardy commented
I agree that it would be useful to share these.
I have a client who has bought a company and wants me to copy their customized reports from the original company over to their new company, but unfortunately that can't be done, and so I'll have to create all 11 reports in the new company, not ideal. :-(
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Kim Hamill commented
It would be really helpful for any type of entity to have access to report templates. I hope that Xero make this change soon.
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Sharon Delphine commented
The 'Annual Report' needs to be reinstated for in-house qualified accountants like myself.
I produce many internal reports for managers/shareholders and beneficiaries and have done so for many years using xero without having to go via our external tax accountant in order to produce a relevant 'bundle' of reports.
If as a person with a user role 'advisor' can create the finances why are we limited to the report functionality??
Please reinstate -
George Bouras commented
Really disappointed that "Annual Report" is no longer available on standard subscription. Please reinstate this report.
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Huiling Chen commented
Would like to have Statement of Cash Flow - Indirect Method.
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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