Xero HQ | Report Templates - Increase number of Director & Partner fields
Currently there is only the ability to enter 4 Directors names into the Report fields in 'Advanced accounting › Report fields and schedules'
So when we run the advisor reports, on the Director Declaration's page we have to manually type in the extra directors.
Can you increase the fields for more than 4 directors and even more than 4 partners.
anonymous
shared this idea
Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.
A couple of pointers to note, are;
- ensure you have the Edit report templates permission, then
- add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.
We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.
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Shalea Townsend
commented
This is VERY VERY IMPORTANT/CRITICAL :)