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  1. Xero HQ - Transfer/copy reports between practices & organisations

    158 votes

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    submitted  ·  48 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Steven Ellison commented  · 

    We look after a large number of businesses all within the same sector that use the same report layout. We have had to set up the custom reports for each one individually (which took several days) and also need to set them up again when a new client joins us (which can take the best part of an hour).

    Surely setting up the ability to export and import custom accounts would be something that was easy to implement?

    We have tried to set them up in Xero HQ but they want to map to the Demo Company's Chart of Accounts which is completely different to our own.

    So maybe having an option to select which Chart of Accounts to use in there could be an alternative way of dealing with this issue.

    Steven Ellison supported this idea  · 

  2. Contacts Overview - Overpayments and 'Pay bill in full option'

    3 votes

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    0 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Steven Ellison shared this idea  · 

  3. Organisation settings - Remember my settings preferences in Xero

    27 votes

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    submitted  ·  8 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Steven Ellison supported this idea  ·