Settings and activity
11 results found
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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.
John Vivian
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22 votesJohn Vivian
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224 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
John Vivian
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19 votesJohn Vivian
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119 votes
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199 votesJohn Vivian
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3 votes
Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?
For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well.
For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p.
An error occurred while saving the comment John Vivian
commented
Hi Kelly
Please see attached three PowerPoint slides that I think outline my thoughts on this matter...
Let me explain...
Slide 1 - Would be available in the Settings area of Xero and would provide 9 fields as shown (3 Text, 3 Number and 3 Date Fields). These fields could be activated (Active, Logical Field (On/Off)), named (Field Label), ordered (Field Order) and included in appropriate reporting categories (Report Category, , Logical Field (On/Off)).
Slide 2 - This shows how I would wish to use these fields and this is representation of Slide 1 with my specific requirements added.
Slide 3 - This is a representation of how I see the page being presented for the user to insert their specific data requirements. Note, only fields with the Active field ticked on the settings page are shown here in the order that has been specified on the settings page.
Reporting to include options categories wherever the Chart of Accounts is the master table.
I trust that this helps, but feel free to get back to me if I can provide any further information.
Many thanks
John Vivian
John Vivian
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5 votesJohn Vivian
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9 votesJohn Vivian
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63 votes
An error occurred while saving the comment John Vivian
commented
Also, if not explained above, add in limits to each Expenses User under which approval is not required.
Happy also to help to design/test this function.
John Vivian
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204 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
An error occurred while saving the comment John Vivian
commented
Ideal to be able to send out emails in bulk to welcome new contacts
John Vivian
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This really should be fundamental functionality! Do you have a timescale for its implementation! This would save so much time so as I wouldn’t have to interrogate the Expenses module as often!