Reporting - Monthly Transaction count
For accountants and bookeepers who charge fees based on number of transaction lines being recorded it will be great if a simple report can indicate the number / count of transactions recorded by each Source in a given period.
This will also be helpful for new accountants and book keeper who are sourcing for clients who are using Xero to share that details so a smart quotation can be provided
Manesh
Manesh Zaveri
shared this idea
Hi Manesh, have you tried the new Account transactions report? When you run this report you'll be able to see how many items are in the report, noted in the menu bar at the bottom of the screen.
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Siobhan Kirby
commented
I agree, that the count funtion does not work with the account transactions report - you are counting the headings and totals so inflating the number of transactions
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Fiona Purves
commented
Can I add my whole hearted support to this request, this would be a great report to have not just on the client side but also as an accountant in practice looking at how best to budget staff time or jobs
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Bhavik Daya
commented
The count function in Xero's Account Transaction Report is still broken. The menu bar indicated by Kelly seems to count all rows, including transactions, headings and totals. So for one row of transactions, Xero counts the report as four (as per the screenshot). An important fix is needed here so it only counts transactions.
