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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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    Paul Randerson commented  · 

    Yes, totally agree with this idea. The current functionality is not ideal, especially when you have lots of bank accounts. In our context, we have 7 credit card bank accounts (in addition to several other bank accounts). It would be nice to just select "my 7 credit card bank accounts" instead of only being able to choose 1 or all.

    Xero, seems like this report needs to be updated to the new reports platform.

    Paul Randerson supported this idea  ·