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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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    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