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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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    Margaret Cooke commented  · 

    I would like to copy the ASK Template from one practice to another practice. We handle two practices here. I would save me time having to redo all the template types; Sole Trader, Business, Trust, Personal Tax queries from one to the other.

    Margaret Cooke supported this idea  ·