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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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    Charis Palazidis commented  · 

    I also have multiple entities with a common chart of accounts. For each entity I need to create the report from start? Why am I not able to have my custom reports available across all companies under my account? Please fix this issue, it is very time consuming for us that we have multiple entities under XERO. Our financial reporting process is based on that.

    Charis Palazidis supported this idea  ·