Settings and activity
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4 votes
Hi Emily, if you are a Xero Partner you can set up report styles which will allow you to add a logo to your reports. Appreciate the other portion of your idea on being able to edit the header and footer of a Projects report which is not possible atm - out of interest is there a specific projects report that you are running in relation to your idea here. This helps when sharing back with our product team.
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18 votes
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Alan Nicholsby
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I know this conversation started a while ago but I too want to claim gift aid. I have created a group in my contacts of those that have submitted a gift aid declaration and via the reports I can identify all their transactions that are eligible for gift aid. I have created a Gift Aid tracking category and want to update this with the year (or other identifier) that gift was (or will be) claimed for the transaction, but cannot find a way to do it. I had hoped the find and recode would allow this but it doesn't. Any ideas please?
Alan Nicholsby
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7 votesAlan Nicholsby
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7 votesAlan Nicholsby
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I too would like to add an organisation header to a report. We are a charity and issue an annual statement to people who make regular monthly donations. Currently I use the transaction report and group by contact. I then export this and manually copy each contacts' transactions to a Word template which is quite time consuming as we have many regular donors. I am sure other organisations may want to produce monthly statements for their customers.