Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

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

    62 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    25 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Marco Kammerlander commented  · 

    Great post I am struggling with the same I put in all the effort generating Custom reports and then to realise they cannot be bundled to a management pack? It should not be difficult to make these addable!!!!

    Please Xero Action this

    Marco Kammerlander supported this idea  · 

  2. Xero Sign - Smaller Signature Bundles for smaller firms

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Marco Kammerlander shared this idea  ·