Add Logo & header/footer
I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.
Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.
It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.
Emily Singh
shared this idea
Hi Emily, if you are a Xero Partner you can set up report styles which will allow you to add a logo to your reports. Appreciate the other portion of your idea on being able to edit the header and footer of a Projects report which is not possible atm - out of interest is there a specific projects report that you are running in relation to your idea here. This helps when sharing back with our product team.
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Emily Singh
commented
Thanks, we are not a Xero Partner, but we need to provide timesheet information to our customers.
I have created a custom report based on the Projects "Detailed Time" report so that I can generate the timesheet information for a specific project for a specific period of time.
Currently, I will export the generated report into a new document so that I can have our company logo and add a couple of other details that the customer needs (eg. contract number).
(I sometimes need to modify the column names as well - related to my other request)