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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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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!

    As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.

    While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, 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.