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91 votes
Sophie Clayton supported this idea ·
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204 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 Sophie Clayton supported this idea ·
Our clients find it useful to see the profit before tax figure so we have been editing the profit and loss account to show that, then the corporation and deferred tax charges, and then the profit after tax. Whilst it's fairly easy to do this, it is a pain to have to edit the report for every client individually. It would be great if there was an option to copy a custom report layout from one client to another