Settings and activity
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61 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
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46 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
An error occurred while saving the comment Ellen Davis
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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
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2 votesEllen Davis
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55 votesEllen Davis
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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.