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  1. Reporting | Financial statements - Adjust formatting

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your valued feedback here everyone. Considering elements mentioned we wanted to highlight Report styles which are available to Xero Partners through Reports in Xero HQ.

    With Report styles Partners can now set logos, change the colour of report titles and size of the font in reports, across client organisations.

    We appreciate there are other improvements mentioned that you'd like to see capabilities expanded too and will continue to track the interest and share any more improvements of this with you all.

    Connect with your Xero advisor, or find one that can best help with your business needs here.

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    Alina Gwizdala commented  · 

    Producing Statements.

    When we used Sage we used a function called Conditional Formatting which allowed the appearance, not the value, of an item to be changed if stated conditions applied. Using this, we were able to put the transaction amounts into two columns, only displaying them visibly in one. The negative amounts (Credit for Rental for example) could appear in the left column as a positive amount, but not appear in the right column. Similarly the positive amounts (Debits for Commission and works) could appear in the right column but not in the left, also as a positive amount.

    Does Xero have a similar function or does anyone know of any 3rd party app which can be used to create Statements in this way?

    Alina Gwizdala supported this idea  ·