Settings and activity

4 results found

1. Reports - Fix report header formatting for reports longer than 1 page

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Rodney McKenzie supported this idea  ·  30 May, 2025

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

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   11 comments  ·  For small businesses » Accounting features  ·  delete…  ·  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.

   Rodney McKenzie supported this idea  ·  13 September, 2024

3. Payroll | Employees - Upload/attach files in notes section

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   243 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

   We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

   I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

   We understand your frustration with the timeline and the limited updates, and we're committed to improving our communication on these important ideas. We’ll be sure to provide further updates work progresses.

   Thanks again for your valuable contributions to the Xero community.

   Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

   We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

   I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

   We understand your frustration with the timeline and the limited updates, and we're… more

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   Rodney McKenzie commented  ·  12 February, 2024  ·  Edit…  ·  delete…

   need this urgently so i have somewhere to file all my subcontractors invoices that i deduct withholding tax from.

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   Rodney McKenzie supported this idea  ·  12 February, 2024

4. Bills - Option to show lines as Tax Inclusive

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   submitted  ·  11 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Rodney McKenzie supported this idea  ·  11 November, 2023