Reporting - Ability to set reports as favourites across all organisations
As an accountant I use a trial balance for every file I open.
Can the trial balance be set as a standard report/ automatically added to favourites in the accounting option or each user be able to chose a standard group of favourite reports for all clients - Pain having to go into each new file i access and add to my favourites.
7
votes
Donna Bruce
shared this idea
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Bruno Serra Di Migni commented
Agreed!
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Tim Everett commented
When clicking on "Accounting" in Xero there is a default list of reports for every organisation.
Please can we add the trial balance report to this list by default, so that we don't have to manually add the report, every time.
Thanks
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Asim Usman commented
totally agree!!! nuisance to having to do this every single time!