Settings and activity
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17 votes
Xero Subs
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37 votesXero Subs
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61 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.
Xero Subs
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48 votes
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commented
Would be great if Auditors using the Read Only user role could be given access to the Files Library as this is where both the client and accountant can upload documents so that everyone has the same access to them without having to email these to several different people.
Xero Subs
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112 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
An error occurred while saving the comment Xero Subs
commented
Would really love to see this report more useful - client has 40 odd credit cards they would like to run a transaction report on each credit card and actually see the description that the credit card holder has put on the transactions, not just "payment: Quest Hotel".
Currently they run 3 different reports and then use a vlookup formula in excel!!
Xero Subs
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24 votes
An error occurred while saving the comment Xero Subs
commented
A report that shows the total amount of an invoice and then the amount owing at a certain date.
Xero Subs
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7 votesXero Subs
shared this idea
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Would be great if there were more options to edit it. Currently the format of having "Financial Statements" in big bold letters as the header and then "Client Name" in small type underneath that is a bit backwards, the clients name should be the most prominent text.
Would be nice to make the cover page look a bit more professional.