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  1. 38 votes

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    Thanks for the example, Shellee! That's a good few departments 😮


    There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 


    We'll begin tracking support in this here. 

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    Raelene Jeynes commented  · 

    It would be great if users were able to save their Published Reports to different folders for easier reference and searching.

    For example:
    Published Financial Statements Folder
    Bank Reconciliation Folder
    GST & Activity Statement Folder

    Raelene Jeynes supported this idea  · 
  2. 356 votes

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    Raelene Jeynes commented  · 

    ASAP Xero !!

    Raelene Jeynes supported this idea  · 
  3. 255 votes

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    Hi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.

    Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.

    If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.

    You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.

    Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.

    Raelene Jeynes supported this idea  · 
  4. 69 votes

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    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.

    Raelene Jeynes supported this idea  ·