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  1. Reports - Ability to add Contact Account Numbers to Account Transaction Reports

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    7 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Brigid Cooling commented  · 

    I would love this. At the moment for some of our reports eg gift aid report, I can output contact name and their donations, but not the contact account number which I use to link in to salesforce for other reasons.
    So I have to also download the xero contacts, do a lookup, and then do another lookup into Salesforce.
    It would save time if I could directly link the xero report to the salesforce report via the contact account number.

    Brigid Cooling supported this idea  ·