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4 votes
Paul Bullock shared 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.
Paul Bullock supported this idea ·
An error occurred while saving the comment -
36 votes
Paul Bullock supported this idea ·
An error occurred while saving the comment Paul Bullock commented
Within Xero it is difficult to amend a bill if it has been paid without unallocating the payment. If this payment is part of a large payment run, you have to unallocate the whole paymemt file? this could be across hundreds of invoices. Could there be a way to unallocate a single payment entry from a large batch payment??
I would love to also move reports from one xer organisation to another especially within a group of companies