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  1. Xero HQ - Transfer/copy reports between practices & organisations

    210 votes

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    60 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Angie Guevara supported this idea  · 

  2. Practice tools - Dashboard for client bank feed status

    95 votes

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    7 comments  ·  Practice tools » Practice management  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thanks for engaging us on the idea here. We appreciate more visibility of client bank feeds would help when managing and serving your clients day-to-day.

    With the new Xero Partner Hub homepage we are designing and developing a range of widgets to help partners manage their practices. Right now, we're developing a Bank feed disruptions widget that'll help you identify any disruptions to bank feeds that affect your clients feeds, helping you to fix bank feeds as soon as they're down without delays.

    This is in development atm, and I'll share an update when this becomes available within Xero Partner Hub.

    Angie Guevara supported this idea  · 
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    Angie Guevara commented  · 

    Our team will absolutely benefit from it!