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  1. Account transactions report - Comparatives

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

    We're grateful for your engagement and letting us know how adding comparative options in the Account Transactions report could benefit you.

    This isn't something we have direct plans of right now, however we'll continue to gather community interest in this and share if there are any updates.

    In terms of cashflow projections, if not already you may want to check out Short term cashflows with Xero Analytics.

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    Keith Carter commented  · 

    Income Accounts by Contact monthly Comparison
    We have a requirement to report certain income lines by contacts. I can run an Account Transactions report and summarise by Contact, but there is no “Compare with” availability.
    The Income & Expenses by Contact report is available but only reports total Income and or Expenses. It allows for monthly comparison, but there is no availability to select specific Account Codes.
    Are you aware of any reports that may be customised to fulfil our requirement or could you develop such a report?
    Ideally, we’d like to reports by contact with the contact account number if possible.

    Keith Carter supported this idea  ·