Account Transactions report - 'File name' column that shows attachments from transaction line source document
By adding a 'Related Files Name' column option in Account Transactions reports people can then see which file is related to which transaction when exporting the report
Lorenzo Conti
shared this idea
Thanks Lorenzo, appreciate the clarity. I've slightly updated the name of your idea here. No plans at present but we'll continue to track the interest through this thread.
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Lorenzo Conti
commented
@Kelly: Correct
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Geoff Maccue
commented
It is a nice to have option, so we don't need to manipulate the spreadsheet each time we export from Xero.
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Geoff Maccue
commented
Account Transactions Report
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Add a column selection to enable the user to include the Account Name as a column on the report.
Currently you can add "Account Code" but not "Account Name"The user could update the chart of accounts to include the Account Code as a prefix before the Account Name, but this is a clumsy fix.
Reason for this selection is when you export the Transactions in excel format the Account Name appears in column A (merged) but if the list of transactions is long or you want to sort the order you no longer see the Account Name.