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6 results found
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67 votes
An error occurred while saving the comment Ralph-Peter Hendriks supported this idea ·
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205 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 ·
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 votes
Ralph-Peter Hendriks shared this idea ·
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3 votes
Ralph-Peter Hendriks shared this idea ·
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262 votes
Ralph-Peter Hendriks supported this idea ·
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60 votes
Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.
I'll keep you in the loop of this feature and when you can start making use of it, here!
Ralph-Peter Hendriks supported this idea ·
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.