Credit Card charge report
Allow Xero user to add additional columns to "Transaction report" so that a report can be sent to each credit card holder in the business confriming where the items on their statement were coded in Xero. This report would accompany their credit card statement each month.
It proactively ensures coding and subsequent department, management and board reporting is correct. This saves time, effort and unnecessary republishing of reports.
(This request came about after assistance from Xero Support)
Colums needed are: Related Account and $ value in that account
Wendy Angliss
shared this idea
Hi community, just returning to the idea here. As noted in my last update - You can use the Account Transactions report, and include the Related account (if not showing already you'll just want to choose the columns menu to select this).
For the $ value in that account the Running balance should help here, and you'll see an opening balance at the top and closing balance at the end of the account section.