Currently the General Ledger Accounts show in random order, which makes it a mental puzzle to figure out which accounts to exclude and which ones to bring transactions in for. I'm wanting to exclude all Revenue accounts, and it's not super easy to compare this to the Trial Balance in Xero. The context to the left is great, do more of this. And possibly have an example.

I'm working on my first few emissions statements with Sumday, and while I am still learning I definitely blew out the budget 😆

In the Sumday 'Pricing Your Services' guide it talks about working with your client to determine the level of accuracy.

Two questions:

How are you approaching those conversations?

How do you practically achieve this using Sumday?

Xero has inbuilt calculators in it's invoices and manual journals that are super helpful. I would love that in the workpapers in Sumday. In this case I am calculating the KMs travelled for multiple staff and would love to enter 1600 x 5 which is the round trip to Christchurch for 5 people.

There's a lot of opportunity on the table to reduce data entry if it asked what locations you are travelling between and number of travellers. Or even, learning from the transaction data to suggest the locations that we can review and enter.

In this scenario, the KM travelled were included in the description field. I'm unable to expand it or see the information and have Xero open to be able to reference and add the information in.

It would be great to be able to see the information in Sumday without having to reference Xero.

It would be great to see the asset name when entering in data in later months of the year. Currently this is not viewable on screen. An added bonus would be some visual cue to show what row you are editing, similar to Google Sheets (see screenshot below with 82 highlighted).