Filter account transactions by date of posting new journals and invoices
I review postings by bookkeepers to Xero.
It would make things easier if the account transactions report could be filtered by the date that new invoices and journals were posted.
For example, when writing this I am in the middle of reviewing changes to the quarter ended 31 August 2024. If I could identify the new invoices added to that quarter it would save me time.
The date I am talking about is the actual date the invoice or journal was added, not the date entered on the invoice.
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Harvey Reynolds
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