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.
- Select the list icon , then the My Xero option.
- Select Reports.
- On the Draft tab, find the report template you want to make available.
Place your cursor on the far right of the report template until the arrow appears, then select Ready to Use.
The template will move to the Ready to Use tab at the practice level. It will now be available to use in client organizations.