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Reporting - Hiding archived accounts from chart of accounts list when customising report layouts

Hiding archived accounts from chart of accounts list when customising report layouts, perhaps with a tick box to show or hide the archived accounts. It makes the job of customising layouts so tedious when the old messy chart of accounts come up every time and you can’t hide the archived accounts!

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Niki Watson shared this idea  ·   ·  Report…  ·  Admin →
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  • Ben Mueller commented  ·   ·  Report

    Agree - Accounts are archived for a reason. We dont need them anymore. Why do they display on drop downs??

    There is an option to hide archived accounts on the accounts transaction report, but this does not hide it from drop down selections when selecting account for drop down lists when entering transactions and journals, as well as when doing a customised report.

    This makes no sense. As I said, it is archived for a reason. We no longer need it. There is the ability to restore in the future, so why do we need to see it unless restored or made active again??

  • Glenn Robertson commented  ·   ·  Report

    Totally agree. Logged a support ticket with Xero thinking it was just me but nope. On positive note though they did refer me to this article/request to add my voice. Hopefully the PTB's will action it.

  • Daniel Cates commented  ·   ·  Report

    Completely agree. This feature request is listed like ten separate times on the ideas page here. Xero support should aggregate these like requests and the votes that go with them so that there is an accurate representation of this need. Honestly, this is not a new feature request, it is a request to fix the poorly implemented existing feature where archived accounts are not automatically hidden.

  • Alan Tse commented  ·   ·  Report

    I agree. This is very time consuming when customising report layouts. It would also be great to see the $ values of accounts when customising reports

  • Felicity Charles commented  ·   ·  Report

    I agree. This is very time consuming when customising report layouts. It would also be great to see the $ values of accounts when customising reports

  • Kristie Dimitrijevski commented  ·   ·  Report

    I completely agree. It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports

  • Daniel Blount commented  ·   ·  Report

    I completely agree. It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports

  • Dylan Davis commented  ·   ·  Report

    How has something this crucial to report building not been actioned yet!?!?

  • Dylan Davis commented  ·   ·  Report

    I completely agree. It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports

  • Nicholas Bethune commented  ·   ·  Report

    This seems like a simple change for great benefit. Totally echo the below thoughts of others.

  • Thomas Pinjuh commented  ·   ·  Report

    I fully agree, this process is highly time consuming, especially when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time i want to customise report layouts. It would also be very useful to be able to see the current $$ values of accounts when customising reports.

  • Carl Marinovic commented  ·   ·  Report

    I agree, it can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports.

  • Jackie Sawyer commented  ·   ·  Report

    I agree with this and would suggest that if an account is archived Xero should not show these accounts when customising report layouts. It is time consuming especially on client files that have complicated COA's. I think that once an account has been archived, the only area that you should be able to access them is in the COA function and not have them appear when you are selecting accounts in custom layouts or at any other time.

  • Mets Parayno commented  ·   ·  Report

    I agree! It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports

  • Rachel Jewell commented  ·   ·  Report

    Agreed. It's a tedious and time consuming process when old, messy charts of account which have been imported from old accounting systems, and are then archived in Xero, appear each time we want to customise report layouts. It would also be very useful to be able to see the current $$ values of accounts when customising reports. I would assume that the point of an archive is that you no longer see what you have archived, if you can still see it, the archiving process is pointless

  • Katie Terpstra commented  ·   ·  Report

    I completely agree. It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports.

  • Kylie Harder commented  ·   ·  Report

    Yes, so totally defeats the purpose of having an archive. Default position should be to not include

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