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

    205 votes

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    59 comments  ·  For accountants & bookkeepers  ·  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.

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    Silas Lee commented  · 

    This needs to apply outside of Xero Practice Manager as well in the core Xero product. With the change in reporting fuctionality there is no way to re-use a custom report developed between organisation under the same Xero account. This is creating un-necessary re-work to support annual reporting and tax submissions.

    Silas Lee supported this idea  ·