New General Ledger Summary report - Reorder columns (Account Code before Account Name)
New General Ledger - It would be good if you can have the option to have the code number first before the account name
This will make looking for items easier
Kala Lad
shared this idea
Appreciate the feedback for the General Ledger Summary report, Kala.
I wanted to confirm it is possible to reorder columns within the General Ledger Details report (like my image below). Is there a specific reason you'd like this in the summary too, or does this possibly meet the needs you're after?
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SCOTT COLLINS
commented
I think the real issue is that the General ledger doesnt follow any LOGICAL time tested format. The sort by account code doesnt work and at no point in time have I ever wanted to look at a General ledger by Alphabetical order. Im 100% sure no accountant has thought to themselves Lets look at Accounting Fees ... Accounts Payable ..... Then Admin Fees. The standard view for any report should be the STOCK STANDARD MOST COMMONLY used
Please can you have one go at re-ordering that report then realise that Sort doesnt work
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Barry Heit
commented
Whilst you can sort by account number, the account number column should be the first column - just like it ALWAYS was. There was no reason to change the order of columns. Similarly, getting this change made, should not be the result of a popularity votes. We are running businesses and rely on reports in certain formats, formats that have worked well for many years and did not need to be changed. We are not running a game show where the winner has the most popular vote. Xero there are changes required that should just be made and not wait for sufficient votes. Like many advisors, I don't have time to troll through the many suggestions here and vote on things I would like done. I've got better things to do with my time! Xero make the changes that advisors want and need as soon as possible.
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SCOTT COLLINS
commented
THIS ..... 100%. The General ledger is missing the ability to have a sorted GL. The default should be Sorted by GL Account code. Who wants to look at a GL with Accounting Fees next to Accounts Payable. SHOULD BE Revenue , Expenses . Capital . Assets then liabilities
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Sharlene Brooker
commented
I feel like the new GL summary report has gone backwards not forwards.
I would like to see the option to edit layout or reorder columns, so if you want the account numbers in the first row you can for example.
I would also like the formula's back when you export to excel not hard wired as the new report has it (the old version exported with the last two columns as a formula).