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  1. Global Search - Sort results by Date, Total, or Status

    31 votes

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    submitted  ·  28 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Sally Adelman supported this idea  · 

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

    34 votes

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    14 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Sally Adelman supported this idea  · 
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    Sally Adelman commented  · 

    This is vital for us to be able to reconcile Xero to our donor system. I didn't find the suggestion easily though, and support hadn't either. Is it possible to change the title to something a bit more simple like "Account Transaction report - include contact account number in column dropdown". I think that says enough

  3. Budgets - Order by GL account number

    96 votes

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    26 comments  ·  Reports & tax » Budgets  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate you continuing to highlight how account ordering affects budget preparation and review.

    We've launched new Analytics Budgets (currently in early access) and being able to reorder Account Lines is planned.

    Being open this will not sort automatically by GL number, but once available you'll be able to drag accounts into the order that suits you within each account group, and the order is saved for each budget. 😊

    I'll keep you updated of news for this, here.

    Sally Adelman supported this idea  ·