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7 results found
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2 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Ralph-Peter Hendriks
shared this idea
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72 votes
Thanks for sharing the details that'll help you better manage clients in your practice. With the new clients experience within Xero Partner Hub you'll soon have new client fields including the ability to enter multiple email and phone numbers so you'll have a place to record client mobile along with other contact numbers.
Xero Partner hub will be rolling out to partners in early 2026. You can register your interest for early access on our website now. We'll return to update when this is rolled out.
An error occurred while saving the comment Ralph-Peter Hendriks
supported this idea
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210 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.
Ralph-Peter Hendriks
supported this idea
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An error occurred while saving the comment Ralph-Peter Hendriks
commented
It would be useful if, as an accountant, you could copy reports from one organisation to another, without having to create a Report Template. So, I envisage a button saying, "Import report from another organisation", which takes you to a screen to select the other organisation, then takes you to a list of reports in the other organisation which can be copied.
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2 votesRalph-Peter Hendriks
shared this idea
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3 votesRalph-Peter Hendriks
shared this idea
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270 votesRalph-Peter Hendriks
supported this idea
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66 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
Ralph-Peter Hendriks
supported this idea
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An error occurred while saving the comment Ralph-Peter Hendriks
commented
Excellent idea.
This is a no brainer and shouldn't be difficult or take years to put in place.