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  1. Reporting - Add Related Account filter to Account Transactions report

    7 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.

    Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?

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    Quinlan Kuhn commented  · 

    In the 'Accounts Transactions' report:

    - In the Filter, under the 'Account type' could all of the sub account types that are visible when creating an account be added to the filter?

    - For instance sometimes I want to send a report of just the cost of sales accounts to a client.

    Quinlan Kuhn supported this idea  · 

  2. Xero HQ - Allow users to see all clients and request access as needed

    48 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Quinlan Kuhn supported this idea  ·