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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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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, 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