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205 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.
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Dakin Parker
supported this idea
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24 votesDakin Parker
supported this idea
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209 votes
An error occurred while saving the comment Dakin Parker
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How is this not a thing yet? Xero, please please add this functionality.
Dakin Parker
supported this idea
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The problem isn't necessarily with set up. Whether we import our own, customized csv or use the HQ functionality, it's easy to get to identical starting blocks across companies. It's when accounts are added or tweaked and reports are modified. There needs to be a way to apply these changes to multiple organisations with a single click.