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  1. Account Transactions report - Ability to change default columns when drilling into report

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    33 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for signalling your interest and sharing with us through this idea, team.

    We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.

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    Eleni Shamarkou commented  · 

    It is super frustrating to have to edit this report every single time - I access this via the P&L categories and each time I have to remove source and account and add in VAT rate name and some times Contact. this is unnecessarily time consuming and pointless when it should be fairly straightforward to direct this this to a custom layout.

    Please give this feature some more consideration - it is clearly desired by many users and probably hundreds more that have not accidently found their way to this page, like I did. Thank you.

    Eleni Shamarkou supported this idea  ·