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

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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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