51 results found
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New Manual Journals - Compact view
I’m honestly quite dismayed by the recent update to the Manual Journal interface for NZ clients in Xero.
I’m finding the new layout a little difficult to work with. In particular, there seems to be quite a lot of space allocated to the amounts section, while the Account Title and Description columns have less space. I think the interface would be more practical and easier to read if the layout could be made more compact, with more space allocated to the Account Title and Description fields.
Additionally, the date format appears to follow the US/American standard rather than the New…
127 votesHi team, thanks for continuing to show your support and share feedback here.
We understand your concerns around the amount of space used and the need to scroll to view all columns, particularly when entering and reviewing journals.
We recently released a few enhancements to help with feedback we've received including;
- Improving column sizing, spacing and typography meaning you can see more detail without as much need to scroll.
- Added more space for the Description field and ability to scroll this field
- Optimised widescreen displays
- Increased the amount of time the "Journal posted" confirmation stays visible
- Ability to open journals in separate tabs
- Auto-removal of currency symbols when importing to reduce validation errors
We’ve also started working on a more compact view, which we’re aiming to release soon. 🙂
We appreciate the detailed feedback and examples you've shared here.
I'll come back to share as soon as the compact view…
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New Manual Journals - Increase column width
The latest manual journal update doesn't show enough of the description field to be able to read. It also won't allow us to enter down in the description, it just adds it all in 1 long line.
We should be able to increase or decrease the width of each column.47 votesThanks everyone, we appreciate hearing how the new Manual Journals layout has landed for you, and the challenges you're facing.
In response to feedback we’ve recently released several changes;
We've updated the layout, column sizing, spacing and typography so more journal details are visible without horizontal scrolling, including on widescreen monitors.
The description field now has more room for longer entries and supports scrolling, making it easier to review full descriptions.
We’re also working on two further improvements that we believe will improve the experience for majority of users:
- options to show, hide and reorder columns, and
- a compact view toggle for a higher-density layout.
These changes will give you more control over the information shown and help make better use of your screen space. I'll keep you updated of these changes here!
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Manual Journals - Show Accruals and or Cash on posted manual journal
Two things on new journals. One, I can't enter dates manually I have to use the mouse to select it which slows down data entry. Two, I use both cash & accrual journals. When I clicked into a journal on the old system I could see which type of journal I had entered. now I have to edit the journal to find out. I have reverted back to the old system.
21 votesThanks for everyone's feedback on the new manual journals experience here.
It's best if we track feedback on each suggestion separately so our product teams can consider the support, and we can best eep you updated of changes.
In the new experience where the option to show journal on a cash basis has been ticked you'll see the reference 'Appears on All reports' on the posted journal, alternatively where deselected this'll show as 'Appears on Accrual reports' - this replaces the previous notation of 'Accrual and cash' and 'Accrual only' - We'd like to understand if there is wider confusion and interest in the previous terminology and have updated the title of this idea to reflect this point so we can track this.
Date entry in new manual journals continues to work as it did in the previous experience. You can find the available shortcuts in Xero Central’s date-entry guidance…
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Manual Journals - Total of Debit and Credit beneath columns
The new menu format does not make logical sense. You now have to scroll to see any details and in long journal postings scroll down the page due to unnecessary spacing and you cant resize the columns? In addition, why are the totals for the debit and credit columns not underneath the columns?
Logically, it would make sense to have the description first, followed by account, debit, credit to enable easy review. The new layout appears to be more confusing than anything else. If we can re arrange the rows, can we also re arrange the columns?
The previous format…
31 votesHi everyone, we have split this idea from the original post so we can get a better sense of interest in being able to view credit and debit totals directly under the columns here.
For now we are keeping an eye on the support for this here.
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Keep the Classic Interface as an Option
The new journal entry interface is a step backwards in usability. In the previous version, I could view multiple journal lines at once because the layout was more compact and allowed the entire journal to be displayed on one page. This made it much easier to review, understand, and track entries.
With the new interface, there is much less visibility, and I find myself constantly scrolling to see related lines. This makes it harder to follow complex journals, increases the risk of errors, and slows down the review process. Similar to the GST report update, the changes appear to prioritise…
30 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Manual Journals - Ability to change column order
The new menu format does not make logical sense. You now have to scroll to see any details and in long journal postings scroll down the page due to unnecessary spacing and you cant resize the columns? In addition, why are the totals for the debit and credit columns not underneath the columns?
Logically, it would make sense to have the description first, followed by account, debit, credit to enable easy review. The new layout appears to be more confusing than anything else. If we can re arrange the rows, can we also re arrange the columns?
The previous format…
22 votesHi team, just adding an update here as it's best if each idea is separated so we can get a clear gauge of interest in a change - I've created a new idea from this one about the debit & credit request, and have slightly adjust the title here to reflect the desire to change the column ordering.
We'll update if there is any change planned for either of these ideas respectively. Thanks
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Manual journals - Wrap title in journal list
The new menu format makes it necessary to scroll across to see ANY details for journals with long titles, instead of being able to see everything at a glance. Either wrap the titles by default or give us a toggle option to do so.
22 votesThanks so much for sharing this idea. We can see how being able to view long manual journal titles more easily would be helpful, especially when you're quickly scanning your journals.
We've moved your idea to Gaining Support so other customers can vote and add their feedback too. If anyone else would find wrapped titles, or a toggle to control this, helpful in Manual Journals, please add your support and share how it affects your workflow — those details are really useful for our team.
We really appreciate you taking the time to raise this with us and help improve Xero.
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Manual Journals - Journal entry number listed
On the list of manual journals, the journal entry number should be listed, you need to click on each one to find the specific journal entry number. Why is this not displayed?
55 votesThanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Manual Journal - Allow zero-dollar or blank line amounts on draft manual journals
Zero dolllar draft journals. Please bring this back it saved time with having templates set up
12 votesThanks for sharing this idea. We understand the request to allow draft manual journals to be saved with $0.00 or blank amounts.
Being able to save the account codes and journal structure without entering placeholder figures could make it easier to reuse the journal as template.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently manage recurring journal templates.
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New Manual Journals - Use 'Enter' for keyboard navigation to next cell
The new manual journals screen doesn't allow enter as a navigation button - would be great to use this considering it's on the number pad of a keyboard and is the fastest to click to the next journal cell.
Low contrast bright whiteness aside (obviously we all hate this) - there needs to be a way to compact the journal lines somehow as we can only see 24 lines (may vary for others) on a full screen and we need to be able to see the DR/CR balances at the bottom.
7 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New Manual Journals - Increase width of Title field
In the new Manual Journal screen, please widen the Journal Title field. It is currently so narrow that longer, descriptive titles cannot be viewed while they are being entered.
Screenshot 1 shows the limited visible space in the field. Because I cannot see the full title as I type, my current workaround is to draft it in Notepad and paste it into Xero. The full title then appears in the page heading, as shown in Screenshot 2, but it still cannot be reviewed properly within the actual field.
There is a substantial amount of unused horizontal space in the new…
10 votesThanks for sharing here, Julie. Our product team are monitoring feedback on the new manual journals experience closely.
For now, we'll get a sense of the wider interest in your idea and I'll make sure to let you know if there are any updates.
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Manual Journals list - Ability to set default for number of journals shown
Currently when you go to Journals, there are 25 journals showing. I have to constantly change this to 50 or 100 to view journals.
Can this default be changed to say 100?6 votesHi Catherine, it sounds like the key suggestion is for Manual Journals to remember the selected page size, so users don't need to switch from 25 to 50 or 100 each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like the setting to work.
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New Manual Journals - Improve tab key behavior when entering lines
The new manual journal has added more tabbing which takes more time and has started hurting my hand. We went from a whatever it was to 7 tabs to get to the same spot in each line. It is nice to have an option to copy the line to the next line and select with a space. That seems to have added one tab. I could take it or leave it as a tab. I don't need that as often. But do we really need to tab to the trash column. Are we going to use that enough to need…
5 votesAppreciate your suggestion here. We can see how more streamlined tabbing through fields in Manual Journals could support faster keyboard-driven data entry and a more consistent workflow.
We've moved this idea to Gaining Support so we can continue gathering interest from the community.
If there are specific parts of the tab sequence you'd like to see improved, please continue to share them here. That context is valuable for the team as they review this idea.
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Total Variance at the bottom of the manual journals decreases before you click out of the amount box
The variance at the bottom of the journals in red changes when you type in a balancing number, but it happens before you click out of the DR or CR box. It seems to decrease as soon as you enter an amount by the first number you enter.
I have uploaded some screenshots to demonstrate this better.In the "Before Entering Data" screenshot, you can see my variance is $35,329.
I then enter a number in the "Balancing figure" line that is starting with a 2 and the total variance at the bottom in red decreases by 2 as soon…3 votesThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Manual Journals - go to draft invoice screen after importing rather than posted screen
If I import a manual journal via CSV, after I click import, Xero takes me to the Posted screen.
The manual journal I imported is sitting in the Draft screen.
Xero should take me to the Draft screen.
3 votesThanks for sharing back, Sam. Just tested and can see what you mean here. I've reached out to our product team and will round back with any updates, here.
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Manual Journals - Ability to archive repeating journal
Archiving repeating journals
We have had a number of repeating journals over the years. We have gotten to the point where when we want to update these journals, we have to trawl through these. It would be nice to archive the ones we don't need any more so we can just see the ones we need.12 votesHi team, appreciate raising this idea with us. As noted by others right now it is possible to delete a repeating journal.
If you need to repeat the journal again in the future you could turn one of the previously posted journals into a Repeat journal to start this up again.
We don't have any plans for adding an archive option in the short term but will continue to watch the interest for this here.
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Manual Journals - Allow reversed manual journals to be visible on Xero
At the moment, if you reverse a journal with the same date as the original journal, it actually deletes both the original journal and the reversed journal from your manual journal listing in Xero. (You are only likely to do this in error, and it would not be immediately obvious to you as to what you have done). Both journals immediately become invisible and both are thus then uneditable. This should not be the case, there should be an ability to correct your mistakes. The only way to discover your mistake is by the 'Journal report' where you can see…
10 votesHi Neil, thanks for sharing your idea here. We appreciate the need for having a clear view of the reversed journals. We'll move this idea to gain more support from the community so they can share their thoughts and vote on this as well. We will monitor this space for more traction in the meantime.
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Repeating Journals - Option to switch from "post" to "draft"
I would like the ability to stop repeat journals set to "post" from posting automatically and edit them to generate as "draft".
I can't see a way to do this currently and have to delete and re-create which is tiresome
9 votesThanks for sharing your idea, we appreciate you explaining how switching repeating journals from "post" to "draft" could help your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Manual Journal Entry - reinstate ability to see full description in journal line and narrations when description is larger than one line
The new layout for Manual journals is fine but is very simplified for what can be a complex function. Some journals require a large description in either/both the Narration and each journal line's description.
We have some journals where the line description is copied from the invoice description so that Managers and Auditors have a full view of what's going on. Sometimes those invoices have a return/enter within the description, so the data covers multiple lines.
The new layout only allows the first line of the description to be viewed, which means clicking into each Description field when entering the…1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Manual Journals - Date shortcuts to work with pre-entered date
When you use a date shortcut (eg +7) it DOES NOT WORK when using manual journals.
Here's a video demonstrating the problem: https://www.loom.com/share/6f035e84ebce42cab95c67dbbe65a608
I posted this feedback a few days ago and the reply from Xero admin was the function does work as designed, and since the thread is now closed, I've reposted with a video of me using the date shortcuts and demonstrating how they don't work.
1 voteHi TJ, thanks for sharing the short video - I can see what you mean here.
To clarify how date shortcuts work in Manual Journals, they’re based on the current date rather than any date already entered in the field. If Xero doesn’t recognise the shortcut you’ve entered, it defaults to today’s date.
If you want to enter a date from a previous month, the shortcut to use is “Date in a month”, as shown in our help table. For example, 8/Jun or 6/8 would enter 8 June 2026.
I understand the behaviour you’d prefer, so I’ve slightly amended the title of your idea. This isn’t something we have plans of developing for shortcuts at present but we’ll start tracking interest in this date shortcut behaviour from your post.
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