Reporting - Hiding archived accounts from chart of accounts list when customising report layouts
Hiding archived accounts from chart of accounts list when customising report layouts, perhaps with a tick box to show or hide the archived accounts. It makes the job of customising layouts so tedious when the old messy chart of accounts come up every time and you can’t hide the archived accounts!
-
Carl Marinovic commented
I agree, it can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports.
-
Jackie Sawyer commented
I agree with this and would suggest that if an account is archived Xero should not show these accounts when customising report layouts. It is time consuming especially on client files that have complicated COA's. I think that once an account has been archived, the only area that you should be able to access them is in the COA function and not have them appear when you are selecting accounts in custom layouts or at any other time.
-
Mets Parayno commented
I agree! It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports
-
Rachel Jewell commented
Agreed. It's a tedious and time consuming process when old, messy charts of account which have been imported from old accounting systems, and are then archived in Xero, appear each time we want to customise report layouts. It would also be very useful to be able to see the current $$ values of accounts when customising reports. I would assume that the point of an archive is that you no longer see what you have archived, if you can still see it, the archiving process is pointless
-
Katie Terpstra commented
I completely agree. It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports.
-
Kylie Harder commented
Yes, so totally defeats the purpose of having an archive. Default position should be to not include
-
Roberto Palazzo commented
I agree!
-
Trish Giunta commented
We should at least have the option to exclude them. There are accounts that have been archived for 8 or so years but they can’t be excluded. Makes budgeting that more challenging!
-
Vicki Wattus commented
The default should be to NOT show archived accounts. They are archived for a reason.It is annoying to have to untick this box everytime.
-
Kali Boermans commented
When editing report layouts it would be great to EXCLUDE archived accounts.
Accounts that have been closed for years are getting in the way of what should be quick easy changes. -
Ben Lambert commented
wasn't an issue before. yet another problem with the new reporting
-
Matthew Peacey commented
The default should be that archived accounts don't show.
-
Stephen Lowe commented
Absolutely agree...
-
Irene Arroyo commented
This is essential. Especially now the new format reports are being imposed. Please add this option!
-
Roberto Palazzo commented
Yes this is critical, especially because those accounts also appears into other consolidation systems integrated with Xero.
-
debbie stewart commented
I was shocked to find out that this is not already available.
-
Jessica Langman commented
Alternatively - excluding all archived accounts altogether. On the premise that archived accounts are those you don't want to see - ever!!!