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

    205 votes

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    59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.

    Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.

    We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.

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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  ·