Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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  ·