Settings and activity
2 results found
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29 votes
Karl Howe supported this idea ·
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62 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.
An error occurred while saving the comment Karl Howe supported this idea ·
Report creation and the ability to turn a useful report for one client into another one for a different client is a powerful capability. This capability should be two way between Client Reports and Xero HQ and back.