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  1. Report Templates - Allow Xero blue client access to Report Templates in organisation

    89 votes

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    36 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your votes and comments on this idea. We’ve looked into this request, and at this stage, we won’t be moving forward with it.

    Report templates are a beneficial feature designed for our Xero Partners managing multiple clients.

    We do understand how important it is to have a consistent and repeatable reporting process. A good alternative is to use the Management Report within the client’s organisation. It allows you to build a customised report pack that can be saved and reused. You’ll find it under the Reports section, and there’s a Xero Central article that steps through how to set one up.

    Thanks again for your feedback—it helps shape how we continue to improve reporting in Xero.

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    Monika Hocroft commented  · 

    I fully support in making annual financial statement templates available to all, not just Xero partners and practice staff. As a committee member for a not-for-profit, and as an accountant in my paid job, I'm more than capable of preparing annual financials with Notes and a director or committee declaration. Having lost this template just recently, it's very frustrating to now having to manually create this reports. More importantly, previous published reports are useless as you cannot even see those reports with their previous Notes and declarations.

    Monika Hocroft supported this idea  ·