Please show assigned account and GST status on reconciled account transactions tab under Accounts
Please show assigned account and GST status on reconciled account transactions tab under Accounts.
Reconciled account transactions do not show assigned account or GST status in the Account Transactions for an account. I really really need to see that. I spend 50% of my time in Xero determining and checking assigned account and GST status.
I know I can run a report, but that is very time consuming, and I can't change it easily from there.
Assigned account or GST status is so basic for any transaction, it needs to be immediately displayed everywhere there is a reconciled transaction displayed. I know I can I click on an account transaction and it will show it to me for that individual transaction in a new screen that loads, but I need to scan hundreds at a time to check them - or I might be just looking at the account transaction tab for another reason and not notice assigned account or GST status was wrong, simply because it's not displayed - huge wasted opportunity to save me a lot of time.
Thanks,
-Pete
Peter Cross
shared this idea
Sorry we've not responded to your idea here sooner, Peter. It sounds like the Account Transactions report should assist with what you're asking here -You can customise the report to add related account column. You'll also find you can choose which tax columns you include.
If it's something you'll often refer to Save as custom and perhaps even favourite the report for ease of access.