Reporting - Ability to sort notes alphabetically
On the notes section to the financial reports in adviser reports templated under the groups, I would like the accounts selected to be in alphabetical order. At the moment the only option is to manually drag and drop - with a large number of accounts this is extremely time consuming. An automated function would assist.
Olivia Beckett
shared this idea
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Linda Soblusky
commented
I would be great if there was a feature in bank accounts that would organise the bank accounts alphabetically for clients that have numerous accounts. I have a client that would have 50+ accounts and to try find them and it is too hard to try re-order them manually using the up/down arrow option. Especially when new customers accounts are added regularly.
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Natalie Macinic
commented
The manual work involved in this deters us from using Xero reporting. We would be more inclined to use it if it will more automated.