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  1. Report Templates - Allow Xero blue client access to Report Templates in organisation

    89 votes

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    36 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

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    Cissy Tong commented  · 

    totally agree

    Cissy Tong supported this idea  · 

  2. Reports - View history of changes to published reports

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Cissy Tong shared this idea  · 

  3. Budget Variance Report - Remove arrows

    14 votes

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    submitted  ·  7 comments  ·  For small businesses » Business features  ·  Admin →
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    Cissy Tong supported this idea  ·