Account Transactions Report: Sorting by account code and name
Hi Xero,
Thanks for creating the new 'Account Transaction Report' and adding the GST columns (and other transaction attributes) recently.....but there are a couple of significant issues that need to be sorted out before this is done and dusted.
These are:
- When sorting by 'Account (Name)' it returns the accounts in alphabetical order meaning P&L and Asset accounts are all mixed in together when doing a full GL report. I think it would be better to show the accounts in account number order (or alphabetically with the P&L and Balance sheet accounts separated)
- When sorting by 'Account Code' it doesn't actually show the name of the account - it literally just shows the account code.
- Also its not possible to show opening balances under the 'Account Code Option'.
- It would be great to see an icon next to transactions with a file attached in Xero.
- Finally, as already raised - it desperately needs a running balance column.
This is a key report from an accountants point of view, so important to get it right. I also note that it can be quite slow to generate, especially when working on a large files.
I would be interested to hear if people have any other suggestions for this report.
AdminXero Team
(Admin, Xero)
shared this idea
Our team have been paying close attention to what our community have been asking and with today's release we've added the ability to sort and summarise by 'Account Code & Name' within the Account Transactions report.
You can use this option to view both the Account Code and Name, without losing the Opening Balances - Read up on the changes in our recent Blog.
Thanks for sharing on this with us here in community. Also noting some people here who'd like to view file attachments against transactions - While not possible atm, we do have an idea for this growing across here and you're welcome to join and use your vote from this idea on. 🙂(Sep 21)
