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

    204 votes

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    submitted  ·  59 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Brooke Falls commented  · 

    Please bring back this functionality. It seems ridiculous to have to recreate the report for each separate entity. Such a waste of time when they are all the same format.
    You should also be able to share report templates between clients and firms. If a client wants to view the layout of a report in a custom format (i.e. Balance Sheet or P&L) they shouldn't have to have the firm produce the report each time.

    Brooke Falls supported this idea  ·