Settings and activity
2 results found
-
26 votes
Karl Howe supported this idea ·
-
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!
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.