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Xero HQ | Report Template - export to MS Word

In Xero HQ as a partner we have Report Templates which we can use for our clients. Currently, it only allows us to export to PDF or Excel or Google Sheets.

It would be useful. helpful and beneficial for practitioners to be able to export it to WORD format so that we can re-format the font type, font size and header and footer styles..

Thanks

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Mirah Agus, Beaufort shared this idea  ·   ·  Report…  ·  Admin →
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  • Maxime Johanet commented  ·   ·  Report

    Report templates do not support advanced layout structure and require marginal adjustments often.
    Currently, export in docx format (or other MS Word compatible formats) is not supported and the Xero Team recommends to convert .xlsx into .docx which is not ideal and takes a long time.

    I suggest offering the possibility to export Xero reports that have been filled out (based on Reports templates) to .docx or MS word compatible formats.

  • Dande Taxplan commented  ·   ·  Report

    Or just add the ability to change the font type rather than just the size...surely that can't be too difficult. A lot of clients use the Xero depreciation schedule and to include it in the set of financial statements we need to be able to change the font for the report.