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  1. XPM - Edit Client Page Layout

    10 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Rob Creasey commented  · 

    I agree as we would like see field such at email address in that page. There are other fields that already exist in the client record that having them display on the XPM clients page would save time going into the client and then back out or selecting another client and go into that

    Rob Creasey supported this idea  · 

  2. Reporting - Customisable Contents & Cover pages in New Reports

    63 votes

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

    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.

    Rob Creasey supported this idea  · 

  3. AU Tax - Practice wide ability to choose Default Postal Address to be Client Address

    77 votes

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    submitted  ·  16 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Rob Creasey supported this idea  ·