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Updated 5 months ago

Sort by Account code or General Ledger account name when Importing

At a glance

The community member is experiencing issues with the General Ledger Accounts in Xero, as they are displayed in a random order, making it difficult to identify and exclude the Revenue accounts. They would like the system to remember how they treated the import in previous periods, as the General Ledger is mostly the same with a few account changes. Another community member suggests that the system should remember how the import was treated in previous periods, as it takes them at least 15 minutes to sort through the chaotic numbering of 128 accounts. The community members are open to ideas and suggestions for improving the import process.

BBailey Lenart CA

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.

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1 comment·1 reply
BBailey Lenart CA

I'm just full of ideas for improving the import tonight.


It would be great if it remembered how you treated an import in previous periods. Right now going through and reviewing the GL (which is pretty much the same GL plus or minus a few accounts as the previous period) and it has taken me at least 15 minutes to sort through the chaotic numbering of 128 accounts.

AAngela Lei

Keep the ideas coming!! We love it!