← Share and support customer ideas for Xero Settings and activity 1 result found Report Templates | Copy - Client to practice, or client to client 2 - adviser report screenshot in xero.png 26 KB 1 - Custom report screenshot in xero.png 33 KB 55 votes vote vote vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close vote We’ll send you updates on this idea 23 comments · For small businesses » Accounting features · delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close submitted · AdminKelly Munro (Community Manager, Xero) responded An error occurred while saving the comment Margaret Cooke commented · 31 March, 2023 · Edit… · delete… 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. Save Submitting... Margaret Cooke supported this idea · 31 March, 2023
Margaret Cooke
supported this idea
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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.