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  1. Report Templates | Copy - Client to practice, or client to client

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.

    I'll keep you in the loop of this feature and when you can start making use of it, here!

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    Rob Rasmussen commented  · 

    Have spent hours (literally) creating a report for a client. Now have found out we cannot import the report template to use in the practice. Come on Xero!!!

    Rob Rasmussen supported this idea  ·