New Account Transactions Report: View how each transaction was reconciled and split
I'm accustomed to being able to scan a period of transactions to review how each transaction was split. In Xero, there is literally no way to see information this way. I would have to navigate into each transaction one at a time to see if it contains a split, making it virtually impossible to review my bookkeeper's work.
Does anyone know of an add-on I could use that would allow me to see the information this way?
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, our team’s been working on some enhancements to the Account transactions report that I think you’ll all be interested in!
Most notably - we’re introducing a Related Account column, this will show the other side of the accounting journal for your transaction line items, this will help make it easier for you to spot any errors and audit your reconciliations.
At this stage the report will only show up to 2 accounts but in instances where there may be more, you can open the transaction in a new tab to see the rest.
The report will still be based of the transactional details rather than showing them as they are received from the bank as some of you may be wanting, but really think this is a great addition to help you keep track of your accounts!
We’ll return your votes here, so you can use them where you next see the most benefit for you and your business 🙂
