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  1. Reporting - Edit file name when exporting

    90 votes

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    40 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Erika Kuzma supported this idea  · 

  2. Report Templates - Allow "Current date" to be inserted in reports at the client level.

    18 votes

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    4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, back to share that this feature is in roll out to all customers using Report Templates.

    As mentioned in my last update, this change prevents a report field from being edited once added and run at the client level. So this field will stay connected and continue to automatically update.

    This will be live to all customers in the coming weeks and I'll come back to share once it's fully out.

    Erika Kuzma supported this idea  · 
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    Erika Kuzma commented  · 

    I've just asked the same question to the support team today (see attached screenshot). Can be very frustrating when someone overrides the inserted field - especially when a bit of time has already gone in to personaling the accounts pack and re-running it would be time wasteful.