Create report footers (Partner Edition)

Add a footer to one of Xero's new reports and apply basic formatting. The steps are slightly different depending whether the report is one of the financial reports (the Income Statement, Balance Sheet, or Statement of Owners' Equity report), or another new report, such as the new Account Transactions report.

You can only add a footer to a report if you are using Partner Edition and have the Advisor user role. If you are unable to add a footer, you can add a text block instead.

Add a footer to a new financial report using the layout editor

  1. On the report you want to add the footer to, click Edit Layout.
  2. Click the footer icon .
  3. Inside the footer, enter the text you would like to add.

    In the panel on the right-hand side, choose your formatting options.

  4. When you've finished with the footer, click Done.

Add a footer to a new non-financial report

  1. On the report you want to add the note to, click Insert Content, then click Footer.

    Image showing user clicking Insert Content and selecting Footer.

  2. Inside the footer, enter the note or disclaimer you would like to add to the report.

    Image showing user entering a disclaimer in a footer edit window.

  3. When you've finished with the footer, click Done.