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

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    26 comments  ·  Reports & tax » Reporting  ·  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.

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    Frances O'Connor commented  · 

    Could Xero make it possible to directly import or transfer a report pack from one Xero practice to another - if both parties are willing? Not all subscription transfers are because of dissatisfaction or wanting a change. It would save time and money/fees if report packs didn't have to be drawn up again in the event of friendly transfers.
    Thank you

    Frances O'Connor supported this idea  ·