Settings and activity
2 results found
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88 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.
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Ellen Davis
supported this idea
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59 votes
Hi everyone, thanks for continuing to share and support in this idea. Your feedback has been valuable to our team as they continue to plan their roadmaps.
We'd like to share that we're currently developing a quick sort option on the Trial Balance, Balance Sheet and Profit & Loss reports to allow you to easily sort by account code, without displaying the code.
We appreciate hearing how this'd be of benefit to you, and will be back top share as soon as it becomes available 😊
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Ellen Davis
commented
Hi, just to piggyback off this: Is there a way to set an organisation-wide default to sort the reporting by account code?
I am probably going to have to train a new team on Xero in the near future and I'd rather they not need to contend with accounts appearing out of order by default.
Ellen Davis
supported this idea
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Adding my voice to this. I'd like to be able to place a logo on the cover without having to apply it on all pages, and I'd like to be able to add further details of our firm to the cover also.