Projects detailed time report - Add Logo & header/footer
I have setup a custom report to generate timesheets for different projects as we need to provide these to customers, along with the invoice.
Currently, I have to export and then copy and paste and tweak it, to fit into either a PDF or Excel so I can add our company logo and details.
It would be great if we could add a Header and/or Footer with text and enable the organisation's logo to be displayed when printing to PDF.
evince Accounts
shared this idea
Hi team, while this isn't something we have any direct plans around atm we appreciate the feedback here and will continue to track the support this idea receives. I will be sure to let you know if there are any updates to accommodate this styling of reports in Xero.
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Alan Nicholsby
commented
I too would like to add an organisation header to a report. We are a charity and issue an annual statement to people who make regular monthly donations. Currently I use the transaction report and group by contact. I then export this and manually copy each contacts' transactions to a Word template which is quite time consuming as we have many regular donors. I am sure other organisations may want to produce monthly statements for their customers.
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evince Accounts
commented
Thanks, we are not a Xero Partner, but we need to provide timesheet information to our customers.
I have created a custom report based on the Projects "Detailed Time" report so that I can generate the timesheet information for a specific project for a specific period of time.
Currently, I will export the generated report into a new document so that I can have our company logo and add a couple of other details that the customer needs (eg. contract number).
(I sometimes need to modify the column names as well - related to my other request)