Settings and activity
3 results found
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299 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
Lochac Exchequer
supported this idea
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9 votes
Thanks for your feedback here, community.
Right now the way the running balance in the Account Transactions report works is that it shows a cumulative balance for each account group.
The report must include the Debit and Credit columns for the running balance to work.
It's based on the chronological order of transactions when the report first loads. So if you sort by another column, click Update to refresh the running balance.
We appreciate the difference in how you'd like this calculated here, but want to be upfront this isn't something we have plans to change at present.
We're keeping a close eye on interest around this way of calculating here If there is any plan made we'll let you know.
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28 votesLochac Exchequer
supported this idea
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In my Xero, the Running Balance column DOES calculate credits minus debits, but it does NOT put brackets around negative numbers. Every running balance line item is shown as a positive number, even when it is actually a debit.
I'd argue this is even less helpful. And if you add a column for Net, the total assumes all numbers were credits.