Settings and activity
7 results found
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6 votes
Alistair Bayly
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201 votes
Hi Natascha,
Thanks for submitting your idea and highlighting what matters most to you.
We’ve reviewed it, and it’s now open for community support. Feel free to share it with colleagues who may benefit so they can vote as well!
Others can also comment to add context and explain how this enhancement would improve their Xero experience ☺️
Alistair Bayly
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194 votesAlistair Bayly
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14 votes
Hi everyone, returning to the idea here we want to clarify our earlier update.
It is possible to add extra director fields - You'll need to do this at the Practice level first. From the menu go to Client report templates > Report fields > +New Client Field.
Once set up there, they’ll appear in the Report fields menu for each client, where you can enter the directors’ names and use them in your templates. Please note that you’ll need the Edit report templates permission to make these changes.
We have intentions of making fields easier to set up and reuse across report templates, however this hasn't been roadmapped just yet. We'll let you know here when there is progress to share.
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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36 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.