Xero HQ - Upload partner signature into compilation report
When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.
It would then carry forward when the draft financials of the following year are prepared.
At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every year.
If we have to amend the financials, we have to do it again.
This could also apply to any other reports that require an accounting partner's signature.
Jennifer Roberts
shared this idea
-
Davide Chiro
commented
Have just moved to Xero for our firm and I find this very frustrating. Why have an option to send published accounts for electronic client signature when you can't sign the compilation report or even insert a picture into the report of a signature?
-
David Oliver
commented
This would cut down on wasted time as at the moment we are exporting to pdf, attaching the signature, then storing the finalised Financial Statements on external Storage instead of just being able to reply upon the Xero Published report as storage.