Account Transactions report - Ability to change default columns when drilling into report
Although you can save a custom Account Transactions report as the new default report, Xero still displays the original default Account Transactions columns if you drill down to account activity from Balance Sheet or Income Statement.
This currently requires re-adjusting the column settings every time.
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
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Mariya Yushkova commented
This is especially frustrating with the foreign currency subscription where it doesn't include the GST column by default! GST is one of the main things I look for when doing accounts with overseas currencies to ensure that NZ and overseas income is recorded correctly. So I have to select it everytime I go into different accounts
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Katrina _ commented
This adds literally hours of extra time - every week ! - to working on the reports.
and especially when we need to send info to clients. all those extra columns need to be taken away so that our questions can be presented clearly. of course we get used to changes over time, but this one is still painful so many months on. Help !!! -
Gerard Crow commented
I agree. I do not understand this change. It was better the old way.
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Edwin Lu commented
I agree with all the comments that this feature should be implemented without delay. This is a step backwards and should be corrected urgently. It is absolutely annoying having to customise the transactions report each time.
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Lynda Benn commented
Really crazy that this is not available - should be able to save your column settings for drill down reports and/or be able to update a custom report to have a specific report for drill down.
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Sonia Turner commented
I'm still struggling with the fact that I have to customise the Transactions Report everytime I want to drill into an account from the P&L. Takes soooooo long to go through every P&L account - which I'm required to do!
Surprised this has to be a vote. Ho hum! -
Jacob Nayda commented
Super important - especially when clients accidentally turn on multi-currency reporting which then changes what the default is and this currently has no way to reset.
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Chris Reaney commented
It takes alot of time to reset if to the required columns when drilling through from every profit and loss figure, this would be a big time saver if you could set your own default format when drilling through from the profit and loss
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Maica Nato commented
Please have this feature of setting default columns. This will definitely save us a lot of time.
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Elizabeth Kjellberg commented
Agree with all these comments - PLEASE and THANKYOU.
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Matthew Gambold commented
A really crucial feature in my opinion. PLEASE can you get this sorted Xero. We (and I imagine many other accountants) drill down in to line items on a very regular basis (particularly for analysis of year end accounts) and so not having the ability to adapt what's seen adds a huge amount of work as we have to manually change the resulting report in Excel to suit our needs every time.
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Steve Kinderman commented
such an important feature. You end up with useless info in the columns instead of important info like GST etc
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Eleni Shamarkou commented
It is super frustrating to have to edit this report every single time - I access this via the P&L categories and each time I have to remove source and account and add in VAT rate name and some times Contact. this is unnecessarily time consuming and pointless when it should be fairly straightforward to direct this this to a custom layout.
Please give this feature some more consideration - it is clearly desired by many users and probably hundreds more that have not accidently found their way to this page, like I did. Thank you.
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Vivienne Allan commented
I support this idea. Doesn't really seem right that you set up your default report but it isn't used if accessing data through another report. Default account transactions report should be displayed no matter how you access the data.
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Edwin Lu commented
When the nominal account in the balance sheet is drilled down, the report defaults to 10 columns. There should be an option to select the columns the user wants displayed and have this format saved as the default. Currently the user has to manually add or exclude columns.
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Antony Thorpe commented
I re-adjust the columns over & over. Please escalate this issue.
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Edgar Zandberg commented
It's already frustrating enough that we're being forced to the new version of some of the most commonly used reports making them load much slower but now when drilling into the account from P&L which opens the new Account Transactions report you cannot have it defaulted to your layout straight away so you have to select your layout from the list on the left for each account you open up from P&L. New version is supposed to be better not worse than the old one. Very disappointed with the change.
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Karen Hart commented
This is a really standard process, accountants are there to scrutinise reports for senior managment and the time it takes to look at individual transactions and then go back to look at another one, AND THEN having to set the same parameters again is crazy! and time wasting.
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Katrina _ commented
Too many columns means required information cannot be sourced at a glance. This undermines the benefits of Xero by a large margin. I understand the need for new reporting, but I don't understand why the drill down has to become unwieldy at the same time. Help !!
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Rebecca Van Drunen commented
It would be really great to be able to cusomize how you generally want to see the reports. For example, I rarely use the "gross" and tax" columns, and so every single time I run an account transactions report, I have to deselect these options.
I could create a custom report, but that requires selecting an account first. So then every time I run an account transaction report, I would need to deselect the "default" account and choose the one I want. I would also need to fix the dates (ie. an old custom report I made had dates from 2021 and I still need to correct the year every time I run that report).
There should be an option for each type of report to select the settings/columns/defaults for that report. Or an option for the user to choose which columns they'd like to see on the report.
Thanks!