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  1. Uncoded Statement Lines Report - option to select a combination of bank accounts, rather than one or all

    37 votes

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    8 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    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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    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?

    Zena Gough supported this idea  ·