Settings and activity
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4 votes
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Antony White
supported this idea
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154 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Antony White
supported this idea
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195 votes
An error occurred while saving the comment Antony White
commented
Often we do a complex report and want to replicate that with another client in the same industry, so this would be useful to replicate, rather than saving it initially in our Master Templates. These reports are developed over time, hence why we don't start with modifying a master copy.
Antony White
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32 votesAntony White
supported this idea
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8 votesAntony White
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The biggest issue that we have with our clients is not coding transfers correctly, despite setting up rules, having historical matches etc. Would be really good to have had the transfers done before client codes up their Xero, Ie, automatically done by AI or whatever with Xero.