Uncoded Statement Lines Report - option to select a combination of bank accounts, rather than one or all
In the bank account tab it would be good to have a tick box where you can select the accounts you want in your report. I have some client with 6 or more different bank accounts. If I only have two with un-coded transactions, being able to tick those two and then run the report would be practical and easier for my clients to follow.
Mark Maffey
shared this idea
Thanks everyone for sharing your feedback and adding support to this idea.
We understand there are situations where being able to select a combination of bank accounts in the Uncoded Statement Lines report would be helpful, particularly for practices working across clients with multiple accounts. Having that added flexibility could make the report easier to tailor and share in the way that best suits each workflow.
We’re moving this idea to Gaining Support so we can continue to track interest and better understand the impact for customers using this workflow. Please keep voting and sharing examples of how you use the report, as that context is really helpful for our product team when reviewing ideas.
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Bryony Stocks
commented
The uncoded statement lines report is really helpful to send to clients to show what documents we are missing, but seems to lack the functionality of the other reports.
On high volume clients with multiple bank accounts an un-grouped option would be useful. When client provides receipts in currency paid GBP it is more helpful to have the data sorted by date rather than by bank account.
It would be good to have the date range shortcuts (eg "this month", "last month", "last quarter") on this report - the uncoded statement lines report only has the calendar date selection option.
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Johanna Park
commented
I would love to be able to select multiple bank accounts, rather than one or all. It is so embarrassing to send a report to a client where most of the accounts have "there are no statement lines to code for this period" or having to send multiple reports where there is only one line that needs coding per page.
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Kent Fordham
commented
This would be amazing! For example, I have one client with 14 bank accounts. If there are 5 accounts at the end of the month with unreconciled transactions, I either have to run 5 separate reports for each of these accounts, or send one report which is many many pages long because it lists all of the other 9 accounts that have no unreconciled transactions. Even the ability to "show only accounts with unreconciled transactions" could work, but the ability to tick boxes for which accounts to include/exclude ini the report would be ideal! At the moment it's all or one, which just doesn't really work in the real world.
There's a new similar request here, perhaps these could be combined and their votes combined!
https://productideas.xero.com/forums/967136-banking-chart-of-accounts/suggestions/50796824-reporting-show-all-uncoded-unreconciled-account -
Karen Kennedy
commented
Need to be able to choose multiple accounts (not just one or ALL(
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Paul Randerson
commented
Yes, totally agree with this idea. The current functionality is not ideal, especially when you have lots of bank accounts. In our context, we have 7 credit card bank accounts (in addition to several other bank accounts). It would be nice to just select "my 7 credit card bank accounts" instead of only being able to choose 1 or all.
Xero, seems like this report needs to be updated to the new reports platform.
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Kathryn Davies
commented
Be able to select multiple banks for on the un-coded statement line report not just all or one
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Jerome Pernicol
commented
SELECT 2 OR MORE SPECIFIC BANK ACCOUNTS IN UNCODED STATEMENT LINES
Right now, it only allows the user to select either 'ALL' bank accounts or just one bank account.
Making this happen will be a massive help and will offer flexibility to us users if we can select specific bank accounts that we wanted.
Thank you.
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Zena Gough
commented
When producing an uncoded statement line report, currently the report will show all bank accounts whether there are transactions or not. Clients do not want to scroll down a page to find the transactions for review, neither do they want numerous reports if more than one account has transactions for reviewing.
Is there an amendment to the report to only show accounts with transactions?