Settings and activity
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14 votes
Thanks for engaging and sharing the idea here - Having a deeper read to interpret, there's the ability to add more client report fields that can be included in your report templates yourself (such as Director 5, Director 6 etc) - See detail in our help here.
A couple of pointers to note, are;
- ensure you have the Edit report templates permission, then
- add the new client report fields at Xero HQ level first; this'll make them available to add in your Report templates. Then, add the names of the directors at the client level.
We hope this helps you overcome the idea here, let us know if this doesn't quite accomplish what you're asking.
Alistair Bayly
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24 votes
An error occurred while saving the comment Alistair Bayly
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60 votesAlistair Bayly
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34 votesAlistair Bayly
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I agree with what Robert has commented below. If there is a Hubdoc account linked to a Xero file, the default should be for access to be the same. Or at least be able to grant access once we have access to the Xero account.