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26 results found

  1. Report Settings - Option to set defaults for cover page & content page

    4 votes

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    submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christopher Le shared this idea  · 

  2. Reporting - Customisable Contents & Cover pages in New Reports

    44 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template. 

    Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers


    We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports. 


    We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.

    Christopher Le supported this idea  · 
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    Christopher Le commented  · 

    I was able to insert a customised cover page for my tax returns I generate on XPM/Green xero.
    But for Blue xero, we're stuck with blue xero's default cover page. Please allow us to insert and create a customise cover page

  3. AU Tax - Import dividend and shareholder details

    7 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le supported this idea  · 
    Christopher Le shared this idea  · 

  4. Bank Reconciliation - Import bank transfer

    5 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?

    Christopher Le supported this idea  · 

  5. AU Payroll reports - Sort by First OR Surname

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Christopher Le supported this idea  · 

  6. AU Tax - Automatically tick yes on ETF pre-fills with CGT

    6 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Christopher Le shared this idea  · 
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