Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.
Natascha Natke
shared this idea
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Sarah Lewis
commented
Within the accounts transactions report - include an option for either selecting all all of the profit and loss items or all of the balance sheet items. Instead we have to manually select each tick box for every profit and loss item we need - which is very timely consuming. We were expecting this to be one of the first easier updates that you would have introduced years ago and are still waiting. This is where Sage nominal activity reports trumps Xero reports. Please introduce this!
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Kent Huang
commented
every time when there is a new account added in the chart of account, we have to manually click "select all" again. is there a way that when a new account is created, it is automatically selected?
this will make running the custom report more efficiently.
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Robin Wu
commented
The select all option only shows when no keywords typing in the accounts box.
When typing in a keyword (eg. ASX. shares) to select different accounts, it will take more time to select each account one by one.
For example, my client has many different shares accounts recorded, they all start with ASX + share name. (Eg. ASX-CBA, ASX-NAB, etc.)
When I wanna export the whole year's movements for all ASX shares accounts, it doesn't show a SELECT ALL option, have to select them one by one. -
AdminDana A
(Admin, Xero)
commented
Hey Natascha, I'm keen to get a better understanding of your idea here.
When you're using 'Description' in the Account Transaction's filter you then don't see option to Select/Deselect all checkbox in the 'Account code'?Looking forward to hearing back from you.