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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Charlotte Parkinson commented
Agree. The default layout has for too many columns and it's frustrating not being able to customise the layout to something which meets my requirements.
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KYLE BRESLOW commented
SUPER IMPORTANT! WHY WOULD YOU NOT SHOW THE CONTACT NAME? HOW ARE WE SUPPOSED TO REVIEW LEDGERS WITHOUT THIS INFORMATION?
REMOVE THE DATE AND THE AMOUNT WHILE YOU'RE AT IT... WHO NEEDS THIS INFO ANYWAYS?
DATE, DESCRIPTION, AMOUNT, AND TYPE OF TRANSACTION ARE THE BASICS. WHO, WHAT, WHERE, WHEN ARE ALL SUPER BASIC AND REQUIRED. LAUGHABLE THAT THIS WOULD BE LEFT OFF...
IF YOU WANT TO BE AN ACCOUNTING SOFTWARE YOU NEED TO ACT LIKE ONE PLEASE. DON'T LEAVE OUT THE BASICS.
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Alexander Thoren commented
Adjusting the report column defaults would be very helpful to clients not familiar with Xero.