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

    204 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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    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  ·