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  1. Report Templates - Allow Xero blue client access to Report Templates in organisation

    91 votes

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    36 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

    Shane Smyth supported this idea  · 
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    Shane Smyth commented  · 

    This is very disappointing that this functionality has been taken away by non-partners especially given it was done without notice. It is something we have used yearly to prepare out annual financial statements internally by qualified accountant for a number of external sources. This is definitely something that needs to be brought back. As now that we either have to ger accredited or pay extra to go to an external party is not reasonable (and again especially as we were not notified)