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209 votes
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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Neville Boulds
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21 votesNeville Boulds
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9 votesNeville Boulds
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93 votesNeville Boulds
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70 votesNeville Boulds
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14 votesNeville Boulds
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10 votesNeville Boulds
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72 votesNeville Boulds
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6 votesNeville Boulds
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156 votesNeville Boulds
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Neville Boulds
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108 votesNeville Boulds
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25 votesNeville Boulds
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We have 5 companies set up in Xero and this function is a big issue for us as we continuously improve and develop our reporting. Our chart of accounts is identical across all the companies. Please Xero, add this functionality for all multi-company subscribers.