Account Transaction Report: Filter by Customer Account Number
Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?
3
votes
Claire Donaldson
shared this idea
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Karissa Kroll
commented
I COMPLETELY agree with this. What is the use on having a Contact Account Number if you cannot use it in the reports you need. I have to download the payments taken each day and I cannot use the Customer Account Number to filter or upload to our bank.
Sometimes the Customer Name is too long to use in softwares and they cannot locate them. I need their account number to make this process easier.
This is one area that I believe Xero is very much lacking!