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  1. Reports - Option to specify which months to include when generating YTD monthly reports

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminLogan Hughes (Admin, Xero) responded

    Hi Bethany, thanks for sharing this suggestion for improving our reports.

    We've reviewed your idea for an option to have Year-to-Date reports automatically generate columns for each month, which then total to the YTD figure. We can see how this dynamic layout would make monthly analysis much clearer and save time on report setup.

    Your suggestion is now ready to gain support from other community members. Along with votes, others can now comment to share how a report that automatically adds monthly columns as the year progresses would improve their own financial analysis.

    Bethany Allison shared this idea  ·