Reporting - Add Related Account filter to Account Transactions report
For some reason the related account is not available to filter on the Account Transactions Report. Can this please be added?
Esteon Steyn
shared this idea
Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.
Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?
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Quinlan Kuhn
commented
In the 'Accounts Transactions' report:
- In the Filter, under the 'Account type' could all of the sub account types that are visible when creating an account be added to the filter?
- For instance sometimes I want to send a report of just the cost of sales accounts to a client.
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Brett Letcher
commented
This function is critical for us as a charity to keep track of how funds are allocated within each bank account. The option to filter using a bank account was available in the old report but the new report filter produces an error. Applying any filter returns "nothing to show here".
Looking forward to this addition Xero team!