Journal Report - Showing user creating/editing journal
I understand the new journal report can add a column of "Posted by". it would be great if we can also add the "created by" and "edited by" in the report. We want to see a list of creator, editor and poster for each journal (with Journal details).
Lizzie Ye
shared this idea
-
Raghav Verma
commented
@Kelly Munro, the request is about user created "MANUAL JOURNAL".
A filtered report shows a lot of system journal entries combined with user created journals. For some silly reason, Xero doesn't differentiate between system created journal entries, and user created journal entries. It refers to both of them as "manual journal". For example, Payroll entries post as "manual journal", a connected app also posts some "manual journal" entries.
Currently, there is no way to differentiate between a user created "manual journal" or system created one. So, an account transaction report, with the filter "Source - Manual Journal", will show both types together, even though for the end-user there is actually a difference.
Manual Journals can be accessed from "Accounting tab > Advanced accounting > Manual journals".
-
Sebastian Naumann
commented
I found that the issue is, that if it's posted via, for example HubDoc, the user does not really show. It's marked "System Generated" :/
-
Brenda Davenport
commented
A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.
-
Louis Swart
commented
Would it be possible to include in the Journal Report: User who prepared the journal and use who approved the journal.