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Account Transactions Report - Hide Archived Accounts

The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.

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Sally Perry shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use? 

If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks 

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  • Mandy Sullivan commented  ·   ·  Report

    I've put "z" at the beginning of the codes which at least moves them to the end of the list. You do need to restore, edit then re-archive, annoying, but a good enough work around for now.

  • Cat Pietropaolo commented  ·   ·  Report

    I had raised the same issue (as I hadn't found this), and Xero Support merged it with another one that is quite different... Do they actually read our comments (and test the user interface in the first place)?

    As other people said, of course it should be easier (and actually the default behaviour) to keep archived accounts hidden. We don't want to see them...

    My comment was the following (it includes one more point):

    Ability to properly HIDE locked archived accounts

    It is annoying to keep seeing them in reports dropdowns if we are never going to use them. Plus, accounts that were archived by the system from the start cannot even be edited, so we're stuck with those codes and cannot even push the accounts to the bottom of the list, for example. Not good.

  • David Elliott commented  ·   ·  Report

    The default should be not to show archive accounts because they are achived for a reason. Every time I run this report I have to un-select the box, which is just annoying.

  • Rebecca Schaab commented  ·   ·  Report

    Further to this. Just wondering, instead of having the tick box option permanently set to "show archived" - if it could be permanently set to not being ticked, because we have to untick it every time we go to run the report. If we want to search by an account name then all the archived ones are included unless we untick it, which is painful.
    It might be beneficial for the option to be the other way around? - In the off chance people want to see archived account transactions then they can choose this option instead of it being the standard option.
    Thanks