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  1. Report templates - Report fields: Customising adviser reports at a client level

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your thoughts on how we can improve Xero for you. While our team are considering improvements to Report Templates, currently there are no direct plans for changing the way Report Template fields are updated. We'll continue to keep an eye on the interest of this here, and share if there's any change to this. 

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    Rebecca Scott commented  · 

    Every client is different so if we could set up advisor reports per client this would save us heaps of time

    Rebecca Scott supported this idea  ·