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  1. AU Tax - Map financials to tax return label

    21 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Alexander Loupatatzis commented  · 

    Excellent idea Sam! This would save us so much time!

    Alexander Loupatatzis supported this idea  · 

  2. 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 discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.

    While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.

    For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.

    Alexander Loupatatzis supported this idea  ·