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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!

    James Bowmaker supported this idea  · 
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    James Bowmaker commented  · 

    Can we have the ability to copy a custom report created in one account across multiple accounts? It would seem at the moment I would need to create a custom template in each of the 115 plus files I oversee. Using the old reporting styles, this could be done. It would be a backward step if this was not a possibility.