Settings and activity
14 results found
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134 votes
Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.
While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.
Nigel Smellie
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16 votesNigel Smellie
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214 votesNigel Smellie
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205 votes
An error occurred while saving the comment Nigel Smellie
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240 votesNigel Smellie
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13 votesNigel Smellie
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9 votesNigel Smellie
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10 votesNigel Smellie
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9 votesNigel Smellie
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34 votesNigel Smellie
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94 votes
Hi everyone, while we thank you all for your input on this idea here, with shifting priorities the planned work for formulas for % within reports has changed and this will not be picked up as soon as we originally hoped.
For now we'll move the status of this idea back to Submitted and share if there's any further progress. Please do keep feeding back and contributing to this idea if this is something you'd like to see.
Nigel Smellie
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69 votes
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.
Nigel Smellie
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204 votes
An error occurred while saving the comment Nigel Smellie
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Completely agree. The ability to do this would be great.
Nigel Smellie
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297 votesNigel Smellie
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Agree with previous comments. Current process is very time consuming and frustrating for clients. The ability to do this would complete the circle.