Account transaction report - Remove 'overall total of all accounts' when run for a single account
New Account transaction report - remove the totals when generating the report for a single account.
The new report adds a report total at the end of the selected accounts which is a total of the debit or credit transactions for 'all' accounts selected.
When only one account is selected it still shows a total - this is in addition to the total for the transactions on the account itself so it shows total of transactions, closing balance and then total of transactions of all accounts selected. It would improve the usability of this report to have the 'overall total of all accounts' to not show when only one account is selected as it is redundant.
If the total of all selected accounts must be shown then please make it optional to be turned off
Carol Dufour
shared this idea
Hi everyone, we appreciate the rationale for wanting to remove this total when running the Account Transactions report for a single account. Our team are looking into this work now and I'll swing back to share as work begins 😊
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Carol Dufour
commented
It is horribly confusing and extremely annoying!
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Keith Berry
commented
It seems to me that the TOTAL line in the account transactions report is basically useless - why is it there? Can anyone give me a reason as to why it is included? It seems to be unnecessary clutter!! From an accounting perspective I cannot image any purpose for this line. In fact, it is confusing! It even introduces errors into the report. For example, when running wages payable account report, it showed the closing balance of $3,592 which matches the running balance column. But then, the TOTAL line shows a figure of $47.25 in the running balance column. So confusing!! The figure of $47.25 actually represents the difference between debits and credits for the period, but it does not take into account the opening balance. Hence the error. The actual running balance is already shown in the closing balance line as well as the last figure in the running balance. So what is the total line supposed to tell us? NOTHING - it just confuses the report. I have been a Xero partner for over 10 years, and I have always espoused to clients and others as to the professional quality of Xero software, but I am embarrassed about such an obvious useless, confusing and, in some cases, an erroneous line! Maybe someone has a good reason for including it, but it certainly escapes me, particularly for reports where the account has an opening balance.
Please remove the TOTAL line as long as it has potential for error and confusion.
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Carol Dufour
commented
It gets me that Xero make a stupid change to add in totals of totals that nobody wants and certainly didn't ask for and then we have to justify why we don't want them before they'll look at changing back to what did work.
What on earth is the point of totals of totals of debits and credits on balance sheet accounts when you're always looking for carried forward figures!!
Just plain nonsense and so timeconsuming to get back to where we were before they needlessly changed things!!! -
Glenda McLeod
commented
the total line makes no sense whatsover when you are running the report for a balance sheet account
You tell us to explain THE WHY - so Xero what is THE WHY of the total line?
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Andrew Syme
commented
Just plain confusing. If I wanted totals (accross Accounts) I would export to excel and total there.