Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    60 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
    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!

    An error occurred while saving the comment
    Debbie Brauner commented  · 

    We use custom P&L and Balance Sheet templates for our client - we need to be able to add these into management report packs, so much time gets wasted reformating these reports.