Refreshing the data causing more work
We need the ability to be able to see which accounts have changed when we refresh the data as the work flow at the moment makes it more cumbersome for example:
- preparer drafts manual journals > marks as ready for review
- reviewer reviews and says everything looks good ok to post manual journals
- preparer posts manual journals and updates the status of everything to ready to review as they go and then when they refresh everything goes back to rework required
Natalie Lennon
shared this idea
Hi Natalie
Thanks for sharing your idea with us.
The scenario you’ve described—where refreshing the data causes items to revert to “Rework Required” after they’ve already been posted and reviewed—suggests that something in the workflow isn’t behaving as intended.
Because this appears to be unexpected product behavior (rather than a feature request), it doesn’t meet the criteria for a new idea and is instead classified as Feedback.
Next Steps
Since the issue directly affects your workflow and may indicate a bug or design flaw, it should be raised with Xero Support so they can investigate.
Please contact Support and include:
- The specific report you’re using
- The exact steps taken by both the preparer and reviewer
- When the “Refresh” action is triggered and how the status changes
- Details of the manual journals involved, if possible
This will help the support team review the refresh/status behaviour and ensure everything is working as designed.
