Make a report template available in client organizations

Make a draft report template ready to use so it becomes available in your practice's client organizations.

  1. Select the list icon Image showing the List icon., then the My Xero option.
  2. Select Reports.
  3. On the Draft tab, find the report template you want to make available.
  4. Place your cursor on the far right of the report template until the arrow appears, then select Ready to Use.

    Image showing user clicking 'Ready to Use' from a dropdown menu to the right of the Draft tab.

    The template will move to the Ready to Use tab at the practice level. It will now be available to use in client organizations.