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213 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
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Natasha Mockett
supported this idea
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14 votes
It's been a little while since this idea was raised & we wanted to touch base with an update. We can see that this idea has been steadily gaining support, so have updated the status.
There is also a similar idea that is Australian specific called AU Payroll | Payslip - Change formatting of payslip file name so we've linked any Australian based supporters to the correct region and made this idea UK specific.
Our product team are keeping an eye on this idea and if there are any future updates, we'll let you know!
Natasha Mockett
shared this idea
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I set up exactly the same question myself in 2022