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.

You can access report templates from the Reports tab in either Xero HQ or My Xero Partner Edition.
  1. In the header, click the list icon Image showing the List icon..
  2. If you have opted into Xero HQ, select Xero HQ. Otherwise select My Xero.
  3. Go to Reports.
  4. Click Report Fields.
  5. Select the tab for the type of field you want to delete, Client Fields or Practice Fields.
  6. Click to open the report field you want to delete.
  7. Click Delete [Client/Practice] Field.
  8. Click Delete to confirm.