Settings and activity
6 results found
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50 votes
Vicki Caban
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51 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Vicki Caban
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26 votesVicki Caban
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37 votesVicki Caban
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62 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.
Vicki Caban
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188 votesVicki Caban
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The automatic AS download feature in Xero is awesome! However, it's use is severely undermined by the fact that the auto downloaded AS's nearly ALWAYS end up in the wrong job! Unfortunately the Activity Statement is often sent to the client and e-signed before we realise that it is attached to the wrong job. Being able to simply move the AS to another job (like we can with timesheets) will mean that we can keep more accurate track of our jobs and invoice our clients from the correct job.