Settings and activity
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38 votesKatie Terpstra supported this idea ·
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68 votes
An error occurred while saving the comment Katie Terpstra commentedAgree - this is a critical feature to ensure we understand our client structures
Katie Terpstra supported this idea ·
I completely agree. It can be a very tedious and time consuming process when old messy charts of account which have been imported from old accounting systems (and now archived in Xero) appear each time we want to customise report layouts (both advisor reports and general user reports). It would also be very useful to be able to see the current $$ values of accounts when customising reports.