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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 discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.

    While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.

    For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.

    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.