Settings and activity
5 results found
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26 votes
You can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
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Laura Pilkington
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176 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Laura Pilkington
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128 votesLaura Pilkington
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5 votes
An error occurred while saving the comment Laura Pilkington
commented
This just makes sense to me.
Laura Pilkington
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9 votes
An error occurred while saving the comment Laura Pilkington
commented
Yes, we'd love to see this too! These days tools make it really easy to gloss over the actually accounting under the surface - I'd love to see this information.
Laura Pilkington
supported this idea
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I would really like to see an income statement trend report by month showing January through most recent month closed with a YTD at end. I don't want to see the entire year because it then shows months that aren't completed/closed. QBO has a report called YTD to Prior Month - I now have to update this trend report every month, for every client when it should be accessible at the click of a button. I too would like to see our current year with earliest month on the left with other months added to the right. Ability to reverse would seem to make everyone happy.