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?
Claire Donaldson
shared this idea
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alot ubvid
commented
Absolutely! Providing an account transaction report filtered by unique customer account number is essential, as it allows businesses to track individual customer activity accurately and make informed decisions based on specific account behavior. Without this functionality, the value of having unique customer account numbers is significantly diminished, since you cannot efficiently analyze or reconcile transactions per customer. For example, platforms like Posh Sidekick https://poshsidekick.com/ demonstrate the importance of organizing data by unique identifiers, making it easy to generate detailed reports and gain actionable insights at the individual customer level.
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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!