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  1. Report Codes - Custom or more User defined

    159 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Shalea Townsend supported this idea  · 

  2. Xero HQ | Report Templates - Increase number of Director & Partner fields

    12 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.

    A couple of pointers to note, are;

    • ensure you have the Edit report templates permission, then
    • add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.

    We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.

    Shalea Townsend supported this idea  · 
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    Shalea Townsend commented  · 

    This is VERY VERY IMPORTANT/CRITICAL :)