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  1. Trial Balance - Ability to run for a date range

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    31 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while we released the ability to run the Trial balance for a date range to our US customers last year, we appreciate there's quite a bit of appetite for this in other regions and have re-opened the idea so we can engage with you all and consider whether this feature can be expanded.

    We'd love to get more insights of the needs in running this report for a date range for customers based in regions outside US.

    If you'd be willing to share they will be running research across the next 2 weeks - please book a video call at a time that works for you through the link here. 💬

    Thanks for your engagement and I'll keep you updated of outcomes in this idea.

    Anne-Marie McGlashan supported this idea  · 
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    Anne-Marie McGlashan commented  · 

    The old reports showed the column for the month only which was useful and has been omitted from the new reports. Frustrating as I used the month only option lots to get a sense check. I agree with many of the comments already posted that a date range would be extremely useful.