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  1. Report Templates | Copy - Client to practice, or client to client

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Back Office Super Shoppe commented  · 

    100% agree with this. I was surprised to find I couldn't add the Payable Invoice Summary report to a practice report template let alone a customised payable invoice summary report from one client to another.

    Back Office Super Shoppe supported this idea  ·