Reporting - Account Transactions need open close balances
When you change report settings on the Account Transactions (NEW) report to "Group By Account Code", you don't get the option to "Show Open and Closing Balances" or a "Running Balance" unlike the default option of "Group By Account". We use Account Codes more than Account for locating transactions and having the running balance and open / closing balances would make the report more useable.
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AdminXero Team
(Admin, Xero)
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Good news, everyone! Our Reporting team have been working hard behind the scenes to develop some great additions in the Account Transactions report recently.
We've released a new options to sort and summarise by 'Account Code & Name'.
Like you've asked - When sorting by this option, you'll still be able to view Open and Closing Balances! 🙂
