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Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
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Hi Xero team,
If I may add my comment, from a UK perspective, HMRC have been, and continue to rollout "Making Tax Digital". As a result many smaller businesses and charities are adopting various accounting software offerings such as XERO. I myself currently use XERO for three different organisations, 2 charities and one commercial. The ability to copy report templates from one organisation to another would be very useful.
Also, if I may add, XERO works well for a commercial company but does not work well for a charity and there are no standard reports that really suit so custom reports have to be created.
Mike T