Settings and activity
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41 votes
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Ivy Kwok
supported this idea
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59 votes
Hi community, appreciate wanting an update from us here, and we'd like to thank those that have additionally added their support since our last update.
I’m pleased to let you know our reporting product team is working on a new synced notes experience that's intended to keep notes aligned with the source report, including carrying through switch rule behaviour.
We understand current behaviour means figures can stop matching when switch rules move balances between groups in the source report. - The work our team are doing is designed to solve that by allowing you to create synced notes from groups in a report. These synced notes will stay connected to the source report and respect switch rules, helping the related note figures stay aligned.
We've already started rolling this out for AU and NZ customers and I'll round back to confirm once it is live to all regions. 🙂
Ivy Kwok
supported this idea
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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.
Ivy Kwok
supported this idea
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155 votes
Hi everyone, we appreciate all the attention and interest this idea has received. This has not gone unnoticed and our product team understand the importance of these estimates for practices.
There is a bit of complexity involved in being able to achieve this, but we'd like you to know this is something our teams are looking into.
As soon as we have any updates we'll be sure to share with you all through this idea. Thanks 🕵️
Ivy Kwok
supported this idea
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I completely agree with this. The current process is unnecessarily time consuming and frustrating. Having a simple option to manually share a rental property schedule between clients would save a huge amount of wasted effort and reduce the constant need to work around the system.