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Reporting - Header and footer customisation

Hi Xero Team,

We are in the process of registering Xero as our Computerized Books of Accounts with the BIR. In line with this, we would like to share some suggestions that may help Xero meet the BIR requirements.

For report generation, it would be helpful if the footer could include:

The type of book,

A timestamp and date,

The name of the person who generated the report, and

The software version number.

At present, the footer only shows the date and type of report. Adding the generator’s name, exact time, and version number would make the reports more aligned with BIR standards.

In addition, it may also be useful to include the company’s TIN and registered address in the header section of the reports.

We also suggest making the version number and release date of the current Xero software readily available, as these are often required for regulatory purposes.

We hope you will consider these ideas for future updates to enhance compliance and usability.

9 votes

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Jona Marie Vega shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded  · 

Thanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.

Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.

Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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  • Jenny Draper commented  ·   ·  Report

    Yes, the amount of wasted open space in reports, desktop, workspace is unbelievably frustrating

  • Jared McMillan commented  ·   ·  Report

    Currently when a report within a report template is longer than one page (Notes report for example), on the second and following pages there is a large gap/white space at the top of the exported PDF report.
    Would like the ability to reduce the amount of white space at the top of these pages.