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  1. Financial reports - Do not remove date fields in notes when using "Edit layout"

    38 votes

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    7 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks again for your support in this idea. We've made more moves in this space with work now underway to make a change to how report fields work.

    We'll be making these non editable within a report once a Report field's been added and run on a report at the client level, so they maintain their auto updating capabilities.

    I'll be back again to let you know when this rolls out next year!

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    Sally Trigg commented  · 

    This is critical to ensure efficient processes across our practice.

    Sally Trigg supported this idea  ·