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  1. Reports - Remove gridlines from financial statements

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    5 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for getting the conversation started, Brian. An option to remove row lines could help create cleaner financial statements for client-facing reports.

    I’ve moved this post to Gaining Support so we can continue tracking interest. We'd encourage the community to pipe in and share your thoughts.

    Tara Everitt supported this idea  · 
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    Tara Everitt commented  · 

    After investing significant time building our company’s data and workflow in Xero, I’m frustrated by the lack of flexibility in the Account Transactions report for client sharing. I want to be able to simply click on a line within the "custom" report, remove it, and then export the final version to PDF for my client—without needing to export to Excel and manually edit or recalculate anything.

    Currently, the only workaround is to export the report to Excel, then spend additional time recalculating balances and reformatting the file.

    Please consider adding the ability to easily remove or hide individual lines directly within the report before exporting, as well as options for branding and streamlined PDF output. This would make Xero much more efficient and client-friendly.

    Thank you for considering this improvement.