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  1. Reports -Ability to separate Account number and Account Name in different columns on Exported Reports

    25 votes

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    5 comments  ·  Users & setup » Export  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Lisa thanks for sharing your idea, and letting us know the changes that matter most for you. We've reviewed your idea and now it is up to the community to get behind it and support it. You can share this idea with your colleagues and peers who may also find this functionality useful. In the meantime, we'll monitor this idea for traction.

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    Sue Kemp commented  · 

    I would like to see the budget csv download with a separate column for ledger code. That way it could easily be sorted by ledger code rather than alphabetically.

    Sue Kemp supported this idea  · 

  2. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    187 votes

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    54 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.