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  1. Account transactions report - Option to group by MONTH

    9 votes

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    2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.

    We'll keep a track on the interest your idea builds here and share if there is any progress.

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    Maddison Bryant commented  · 

    I love the overall budget format and its breakdown of most account items, but would love to do it for all accounts and for the last financial year, or even the year before that, to understand spending for other items not listed within the budget, like owner drawings and owner-introduced funds. To be able to complete the account transactions report by month, it can be quite targeted rather than the full report and give the picture required

    Maddison Bryant supported this idea  ·