Account Transactions - Option to archive old transactions
Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.
Stephanie Green
shared this idea
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oliver smith
commented
We are now having to scroll through 7-years of transaction data in order to find those for the current financial year.
It must be possible to have an option to archive old transactions -
Gregory Taylor
commented
Very Important. Some reporting takes so long to spool, it times out resulting in having to break down the report into quarters in order to fulfill an annual reporting for auditors. From what I have been told by many IT personnel, this is primarily the affects of so much information it sorts through to get to the information we need. We have archived 85% of our product inventory and 65% of our customer listing but it is the General ledger accounts that hold the majority of the information. We need to archive a few years of these accounts and asking for suggestions