Report templates - Report fields: Customising adviser reports at a client level
Ability to customise adviser reports at a client level.
Purpose: To make the accountant can easily provide the report that suits their client’s preference.
AdminXero Team
(Admin, Xero)
shared this idea
Thanks for sharing your thoughts on how we can improve Xero for you. While our team are considering improvements to Report Templates, currently there are no direct plans for changing the way Report Template fields are updated. We'll continue to keep an eye on the interest of this here, and share if there's any change to this.
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Christopher Le
commented
particularly when we need to insert the CURRENT DATE field,
CUSTOM fields
CURRENT FINANCIAL YEAR field
etc -
Christopher Le
commented
I refer to CX0012274327
For blue xero advisor reports, fields are added via templates in advisor via Xero HQ (or formerly MY XERO) REPORT TEMPLATEhowever, when we generate the advisor report in a client's blue xero, sometimes the field (like CURRENT DATE) doesn't update. The annoying thing we have to do, is delete the entire page, and re-add the page again just so the date field is there and can be used for subsequent years.
Can you please allow users to add fields inside the blue xero advisor report? We don't want to have to manually fix the date all the time.
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Rebecca Scott
commented
Every client is different so if we could set up advisor reports per client this would save us heaps of time