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  1. 26 votes

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    Karl Howe supported this idea  · 
  2. 60 votes

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    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!

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    Karl Howe commented  · 

    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.

    Karl Howe supported this idea  ·