← Share and support customer ideas for Xero Settings and activity 1 result found Xero HQ - Transfer/copy reports between practices & organisations 187 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea submitted · 53 comments · For accountants & bookkeepers · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Shelly Krijnen commented · 26 October, 2022 · Edit… · delete… This is particularly important when a heavily modified report has been created for one client who is winding up but another client is taking over the business (new xero organisation) and wants the existing reports from the old business. Save Submitting... Shelly Krijnen supported this idea · 26 October, 2022
Shelly Krijnen
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This is particularly important when a heavily modified report has been created for one client who is winding up but another client is taking over the business (new xero organisation) and wants the existing reports from the old business.