Delete a client or practice report template field

Delete a client or practice report field set up for use in your practice's report templates.

  1. Select the list icon Image showing List icon., then the My Xero option.
  2. Select Reports.
  3. Click Report Fields.
  4. Select the tab for the type of field you want to delete, Client Fields or Practice Fields.
  5. Click to open the report field you want to delete.
  6. Click Delete [Client/Practice] Field.
  7. Click Delete to confirm.