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  1. Report Templates | Copy - Client to practice, or client to client

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    25 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.

    I'll keep you in the loop of this feature and when you can start making use of it, here!

    Lee Hui Chai supported this idea  · 
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    Lee Hui Chai commented  · 

    I would like to suggest to enable the function of duplicates on customised draft reports within
    a particular Company and allow such reports to be made available/ export to the Report Templates at Xero HQ. This is simply to made easy of re-inventing / re-modify the entire skeleton of the reporting contents. This situation is applicable when we are preparing management account for various clients of identical industries.