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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 discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.

    While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.

    For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.

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    Frances O'Connor commented  · 

    Great idea to be able to copy customised client reports to another client as a draft - nice & efficient.

    Frances O'Connor supported this idea  · 
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    Frances O'Connor commented  · 

    It would be really handy where one has a customised report for a client with specific commentary, and one would like to use that for another client in the same industry.
    Cheers