Who is this post for?
This post is for Xero Partners who use Xero Report Templates.
You also want to make them look as professional and on-brand as possible.
Get your logo and HEX colour set up!
Are you happy with your Xero reports feel and look?
Most of our customers like our reports.
However, they often ask if they can "format" or "change stuff" to make them look a certain way.
The answer for most of it is NO.
You can't change font type or size.
However, you can do 2 things that add your brands presence.
- Your logo
- Your brand colour
So how do you do that?
Get your hands dirty
The video listed here will show you exactly how that should be done.
You can easily jump into Xero's help centre and find some information about how to do it.
However, we have added our experience and some tips and tricks around getting things done WITH THE LEAST AMOUNT OF HEADACHES.
Because thats the thing right, it all looks sooooooo simple until you do it.
Then stuff goes wrong and you end up shelving the project and potentially losing.
So watch the video, we include tips and tricks including getting logos / files changed to suit and finding your brands colour quickly.
We will will help you win.
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We work with a lot of Xero Partners.
We have been building "compliance financial statements" for accounting firms and now we are moving toward "internal management reports" to help with your clients budgeting in Xero.
If you are keen to know more, send me an email - firstname.lastname@example.org