Auto-completed fields used in report templates in Partner Edition

Xero automatically completes a number of fields used in the Partner Edition report templates using data you have already entered elsewhere in your Xero profile. To change the information in these fields, you will need to update the source.

Field NameSourceExample
Current Date

Under Financial Settings, within the Time Zone field.

2 June 2016
Current Year

Under Financial Settings, within the Time Zone field.

2016
Depreciation Rates

These rates are based on the Asset Type each registered asset is assigned to in the Fixed Assets section. Xero inserts a table listing the depreciation methods and percentage range.

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Display Name

Under Organisation Settings, within the Display Name field.

Sample Company
Tax ID Number

Under Financial Settings, within the Tax ID Number field.

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Legal or Trading Name

Under Organisation Settings, within the Legal / Trading Name field.

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Physical Address

Under Organisation Settings, within the Physical Address field.

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Postal Address

Under Organisation Settings, within the Postal Address field.

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