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  1. Add Reporting Functionality from the Assurance Dashboard and History and Notes Area

    12 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your idea, Caitlin. 

    While we don't have direct plans at present -  trying to better understand the report needs. It'd be great to get detail of what it is you'd expect to see in a report for either of these features. For example - Are there specific columns / fields you'd expect to be included for each? 

    Tracy Mekler supported this idea  · 
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    Tracy Mekler commented  · 

    Either filters or the ability to export would be helpful. The list is just alphabetical by contact name. Accounts are changed all the time, so being able to sort by recent would save a lot of time.