Reports - Remove gridlines from financial statements
We have been given a set of financial statements for sole traders and farmers but within the reports, the P&L and Balance sheet are showing the lines under each transaction. We would like the ability to remove these lines as it gives a more professional look.
Brian Clancy
shared this idea
Thanks for getting the conversation started, Brian. An option to remove row lines could help create cleaner financial statements for client-facing reports.
I’ve moved this post to Gaining Support so we can continue tracking interest. We'd encourage the community to pipe in and share your thoughts.
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Tara Everitt
commented
After investing significant time building our company’s data and workflow in Xero, I’m frustrated by the lack of flexibility in the Account Transactions report for client sharing. I want to be able to simply click on a line within the "custom" report, remove it, and then export the final version to PDF for my client—without needing to export to Excel and manually edit or recalculate anything.
Currently, the only workaround is to export the report to Excel, then spend additional time recalculating balances and reformatting the file.
Please consider adding the ability to easily remove or hide individual lines directly within the report before exporting, as well as options for branding and streamlined PDF output. This would make Xero much more efficient and client-friendly.
Thank you for considering this improvement.
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Michelle Nel
commented
without the lines the financial statements would look cleaner, clearer and easier to read. we currently don't use this feature in xero sole because of those lines. its frustrating as this function would save us a lot of time and streamline our output.
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Avril Shortt
commented
Yes agreed more professional looking.
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Michelle Higgins
commented
Having the option to remove these lines will let us present much cleaner accounts.
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Eimear McManus
commented
I agree!