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  1. Xero HQ - Transfer/copy reports between practices & organisations

    187 votes

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    submitted  ·  53 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Lisa Welch commented  · 

    We have clients moving from one entity type to another and after spending hours creating reports for their monthly management reports many years ago, we now have to redo as they have moved from one type of entity to another. With the number of comments below, would be great if this was a functionality. Seems backward that it can't occur

    Lisa Welch supported this idea  ·