Bank Reconciliation - Choose which columns to show on the Account Transactions and Bank Statements tabs
The columns visible in Bank Statements and Account Transactions under Bank Accounts are totally different. This makes it almost impossible to search for matching transactions. Can you have default columns that can be selected? Some of the columns are only available when the statement is uploaded and I'm not sure even how useful they are.
Ann Stockton
shared this idea
Hi Ann, it'd be good to understand more of the detail that you're seeing on each of these screens that is useful to you - Perhaps there's a report we can suggest that gives all that you're after?
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Bradley Ellis
commented
I would like the ability to choose my own columns in my account registers. I have four big accounts...
Personal Checking,
Investment Properties,
Realtor Account
and an LLC Cleaning Service.No problems there but when going to the P&L, all the accounts blended. But Xero does offer a solution by being able to tag each transaction with a business. Thank You Xero.
There in lies the problem. I would like to see the "Businesses' column in my account registers to make sure that every transaction has been accounted for. Instead, I have to click on every single transaction to make sure that I have categorized the business correctly.
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Ann Stockton
commented
How about just having the same column names on both the screens? I don’t want a report because then you can’t actively work on the items.
Why aren’t they even sorted the same way by default? Bank Statements is descending by date and Account Transactions is ascending by date.
In bank statements, perhaps we can eliminate the “Analysis Code” column. Why use “Particulars” here and nowhere else?
In account transactions, does “Payment Ref” here = “Reference” in bank statements? Let’s use the same terminology for both.
