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  1. Xero HQ - Transfer/copy reports between practices & organisations

    187 votes

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    submitted  ·  53 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Fred Walker commented  · 

    There must be a way to transfer practice created reports to client level. My client is insisting that they have access to the financial reporting pack I've built for them, and for me to tell the client that Xero can't give them access to their financial statements which would allow them to complete their reporting requirements

    Fred Walker supported this idea  ·