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1. Account Transactions report - 'File name' column that shows attachments from transaction line source document

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

   Thanks Lorenzo, appreciate the clarity. I've slightly updated the name of your idea here. No plans at present but we'll continue to track the interest through this thread.

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   Geoff Maccue commented  ·  16 July, 2023  ·  Edit…  ·  delete…

   It is a nice to have option, so we don't need to manipulate the spreadsheet each time we export from Xero.

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   Geoff Maccue commented  ·  16 July, 2023  ·  Edit…  ·  delete…

   Account Transactions Report
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   Add a column selection to enable the user to include the Account Name as a column on the report.
   Currently you can add "Account Code" but not "Account Name"

   The user could update the chart of accounts to include the Account Code as a prefix before the Account Name, but this is a clumsy fix.

   Reason for this selection is when you export the Transactions in excel format the Account Name appears in column A (merged) but if the list of transactions is long or you want to sort the order you no longer see the Account Name.

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   Geoff Maccue supported this idea  ·  16 July, 2023