Settings and activity
2 results found
-
23 votes
Ben Thompson supported this idea ·
-
85 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.
An error occurred while saving the comment Ben Thompson supported this idea ·
There needs to be flexibility to add legally or professionally required comments/annotations to the cover page - a process having to edit PDF documents increases the risk profile that something doesn't get done....vs being encapsulated in the actual report preparation in Xero.