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

    60 votes

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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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    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

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Marco Kammerlander shared this idea  ·