Account Transactions Report - Ability to filter Source as 'Payroll Expense Journal'
When reviewing the 'Account Transactions' report in Xero there is an ability to filter by 'Source' type. However, only the 'Select all' option includes Payroll Expense Journals.
Considering I can filter around every other transaction type, I don't see why Payroll Expense Journals can't be added as a source option?
I know exporting to Excel works as a workaround - but considering every other source type is available adding one more shouldn't be difficult?
Kielan Faria
shared this idea
Hi everyone, thanks for your feedback on being able to filter the Account Transactions report on Payroll Journals only. While there isn’t a dedicated Source = Payroll Expense Journal filter, you can achieve this outcome by filtering on the Reference field.
To see only Payroll Expense Journals in the Account Transactions report:
- Add a Filter.
- Under Reference, Type: "Payroll Expense Journal"
- Run the report.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
