Reports - Draft Watermark
When we have a draft report and we are printing it to PDF so a client can review it would be good if it automatically put a water mark of Draft on the document. Currently we print it and then stamp draft on to the report rescan and then email to client. This feature would also be usefull to ensure unpublished accounts are not printed as final copies in error.
AdminXero Team
(Admin, Xero)
shared this idea
Thanks for sharing and supporting this idea, everyone. It's Oct 2021, and we've been making some big enhancements to reporting in Xero, with more in store for the coming months.
One of our most recent improvements enables Practice users to add a preset or custom watermark to published reports!
If you're not connected with a Xero Partner use Advisor Connect to help find one, right for you.
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Cissy Tong
commented
Most companies have to prepare a set of management reports for board meetings. These reports will be reviewed in draft format first. Therefore, we need the water mark "DRAFT". This feature should be be restricted to tax agents.