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  1. Run Tracking Summary by the "Accrual" account

    1 vote

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Nisha Kelley shared this idea  · 

  2. Tracking Summary Report - Allow editing of report layout (e.g. filtering by account code)

    2 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    We're grateful for your engagement and for letting us know the changes that you would like to see to the Tracking Summary report. 


    Our Community have reviewed your idea and now it can gain support from other community members.


    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    An error occurred while saving the comment
    Nisha Kelley commented  · 

    We use the old style tracking summary report as part of our monthly reporting to report balances outstanding with an agent split out by our different clients. Under the new style filter by "account type", we are no longer able to do this. We would definitely appreciate an update as per your suggestions.

    Nisha Kelley supported this idea  ·