Reporting - Add Client's logo
Ability to add client’s logo into Reporting.
Purpose: To make the look of the reporting belong to the client’s business.
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Lisa Tong commented
Seems very basic need to be able to clients logo on their reports. For example a charity needs to report to outside funders and having their own branding on those reports and tracking reports of a particular grant is key without having to export to anything and add their logo as that doesnt work for some clients who just want to have it all done when publishing a report so its easily done. Just allow each business in Xero to upload and have their own pdf styles to choose from.
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Matthew Carswell commented
We should also be able to have the company ABN under the company name on reports. Providing a P&L to someone with no logo does not look very professional.
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Joost Bilkes commented
For all regulatory reporting we require logo and company info on reports. Very odd that it isn't available. Seems an easy feature to implement.
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Sandy Visser commented
Id love this feature. I think it’s more appropriate to have the client logo on the financials
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Megan Hale commented
This option shouldn't be an option extra. A choice between my logo appearing or a clients where the Logo has already been added in the settings - organisation details should hopefully easy to implement.
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Andrew Syme commented
Need the option to add the clients Logo (from their settings) to all PDF (styled and Unstyled) reports.
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Maria Ciria commented
This is a must. I have my own practise but sometimes the client wants to have their own logo because they need to deliver to third parties and this looks more professional. As Xero partner, I would request this to be implemented ASAP
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Christy Prosper commented
Surprised this isn't already a feature!
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Todd Peterson commented
Adding the company logo would help the financials look more professional.
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Jillian Stewart commented
I create a lot of in house reporting for my Xero companies and do not have Practice Manager/Xero HQ accounts.
It is incredibly important for my reporting to have this available in the PDF publishing of the management reports, instead of being told to export to Xero and add the logo in this way. Is there a reason this isn't available to the Business edition of Xero?
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Empire Estates commented
It is important for me to send my clients their statement of account Transactions on demand on regular basis. it looks very unprofessional if i send them a black sheet with some transactions printed on it. so please bring this feature as soon as possible.
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Karen Rutherford commented
It would be great to be able to add our company logo. It would make the reports look so much more professional.
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Emma Clarkson commented
I agree. Seem's strange how the logo is added on to invoices but not on reports. It requires manual work to add that on each time and doesn't look as professional if sent to clients without their logo
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PT Handalah Bangga Indonesia commented
Like everyone, I agree to add a logo and such a color in report so the report looks great when I report it to the Director. Just print it from the system and no need many adjustment in report.
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Ameer Sonday commented
There must be an option to include the clients logo on any reports that we pull from Xero. Hereby making reports look much better.
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Sandra Creahan commented
Can you please add the ability for the client logo to be added to reports prepared in-house. Our external accountant is able to put their logo on reports, but the vast majority of our reporting is prepared in-house and looks very dreary without any logo or coloured styling like we had on the old reports. While I appreciate the flexibility that new reporting offers, the reports are not as nicely presented as the old reports. Thanks
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Lewis Parker commented
Think it would be great if you could add the clients logo to the custom reporting section.
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Ian Pascall commented
Adding to this - for accountants (you know, the people using Xero a lot), we'd really like to be able to add our client logos to their reports where their company resides within the practice HQ. They are ultimately the client reports after all...
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Jamie Chan commented
When exporting the report from Xero to excel or PDF, provide a selection for user to include the company logo on the report so that the report can be sent out to customer directly and no need manual input to correct the print out.
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Stewart Marshall commented
Currently you can have a Practice style, or no style when you export as a pdf. I would like the ability to create different styles (including logos or not, screen format/print format etc).