Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    64 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    25 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.

    An error occurred while saving the comment
    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  ·