Reporting - Option to remove the Date from the Footer of all reports
The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.
However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.
Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing the directors resolution and we have a resolution signed date, then a report date at the bottom that is completely different. It does not look very professional at all.
Rather than having to re-run these reports each time, which creates inefficiencies, we need the ability to be able to toggle this date on and off - at least at a template level, or alternatively at the report level.
Xero Ideas at GT
shared this idea
It's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
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Cathy Devietti
commented
Agree
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Robert Ince
commented
I agree 100% with the above statement.