Add a client report field for use in report templates
Create placeholders for information that varies from client to client, such as names of company directors.
- Select the list icon , then the My Xero option.
- Select Reports.
- Click Report Fields.
- On the Client Fields tab, click New Client Field.
Name the report field, then in Description, add the optional prompt for your practice staff.
- Click Save. To add another report field, click the arrow next to Save and select Save & add another.
To add the field to a report template, open the report template from the Reports tab in My Xero, then:
At the client level, you can then customize the report field for each client.