Settings and activity
2 results found
-
10 votes
An error occurred while saving the comment 
Sophia Gillam
supported this idea
·
-
69 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.
Sophia Gillam
supported this idea
·
We have an increasing number of clients with compromised TFNs that have had to get added security on their ATO lodgments. When we lodge for these clients, it isn't always obvious if it's gone through or not, and as it is our assistants lodging and not the client managers, we can't expect them to memorise every secured client off by heart. We need a way to flag the client (other than a client note or a note on the form as these aren't checked regularly as part of the lodgement process).
This is becoming a bigger issue as scammers are targeting TFNs and I can't help but feel like we're going to get caught out again. We have already had one of our admin 'file' a return in xpm, and then they didn't follow it up, but as the client with the secured TFN hadn't had their ATO account unlocked, it remained 'unfiled' with the ATO.