Reporting: Account Transactions Report - Include Contact Name and Paid column
Ability to filter contact name, and add a paid field in account transaction report.
Purpose: Better visibility of contact activity and more customisation/filtering of data
4
votes
AdminXero Team
(Admin, Xero)
shared this idea
And we're a go! Our Reporting team have released enhancements to the Account Transactions report. Adding Contact and Invoice # fields.
You can now add a Contact column, or format to group/summarise or filter by Contact or Invoice # 🙂
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LG Accounting Solutions
commented
It is important to be able to see the different sources of income per contact.
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AdminXero Team
(Admin, Xero)
commented
Ability to add contact column names in the Account transactions report.
Purpose: To see detailed transactions by contact names.