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1. Advisor Reports - Seperate field for trading name

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   submitted  ·  5 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Trung Le commented  ·  11 November, 2025  ·  Edit…  ·  delete…

   Currently, Xero doesn't offer a setting to automatically default to the Legal/Trading name when publishing financial statements.

   My idea is to have the ability to choose the the Legal/Trading name as default name when publishing financial statements

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   Trung Le supported this idea  ·  11 November, 2025