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101 votes
Hi everyone, thanks for sharing this idea and adding your feedback.
We understand why being able to connect Claude across multiple Xero organisations could be helpful, particularly for advisors and bookkeepers who work across several clients or entities. The idea is to allow a single Claude connection to access multiple organisations, removing the need to reconnect or switch between organisations when working across different datasets.
We've updated the status of this idea to Gaining Support. If this would be useful for your workflow, please add your vote and share more about how you'd use it.
Shelly Krijnen
supported this idea
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3 votes
Hi Sasha, thanks for bringing this idea to the community.
We can see how being able to add additional reports to the Reconciliation Reports Pack could make it easier to create a more complete reporting pack without needing to generate and combine reports separately.
I've updated the status of this idea to Gaining Support. If this is something you'd like to see, please continue to vote and share which reports you'd find most valuable to include in the pack.
Shelly Krijnen
supported this idea
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220 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.
An error occurred while saving the comment Shelly Krijnen
supported this idea
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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.