Reports - Customisable layout for PDF reports
Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.
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Freya Pieroz commented
When we're creating a report for the client to give to an employee or to a government body on behalf of an employee, we do not want the practice logo on the report. We want the client's logo!
By the same token, we don't want to edit the practice branding to show the client logo, because it may get used for other clients before it gets changed back.
Practice branding should have the practice logo for use when producing reports as the practice with many clients.
Client branding should have the client logo for use when producing reports as the specific client.Having only one option - the practice branding - is not sufficient for the needs of the client.
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Wilma de Waal commented
Can you perhaps add a management report that shows an option for client branding and not only for the accountant/practice branding?
For instance the branding shows the colour and logo of the client and then in the right hand corner of the front page of the report you can add the practice logo and prepared by the accountant name. -
David Dai commented
We act on client's who are agent (eg property manager) for landlord. When we produce the reports in Xero, the agent request us to have the agent's logo on the report rather than our default logo.