Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    205 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    59 comments  ·  For accountants & bookkeepers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Phil Ashford commented  · 

    Xero very clearly care about their product matching their marketing: "Xero is a powerful online accounting software solution for small businesses. Run things smoothly, keep tidy online bookkeeping records, and make compliance a breeze."

    Come on. CTRL C, CTRL V.

    Phil Ashford supported this idea  · 

  2. Expenses - View draft expense claims before submission

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Phil Ashford commented  · 

    This is certainly useful. Lots of users need help with VAT compliance, and this would allow processes to help with that, or have PAs complete expense claims.

    Phil Ashford supported this idea  ·