9 results found
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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 votesThanks for sharing your feedback. We understand that change is hard and that you would like to see an option to keep the previous version. We’re unable to reinstate the previous version, but your feedback about future improvements is valuable and will be shared with the relevant product team.
We encourage you to add your vote and comments to this idea so the team can better understand how the change affects your workflow and prioritise future improvements:
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Reporting - Show "Items per page" dropdown on narrow windows
In the reporting module, the "Items per page" dropdown now disappears from the bottom bar at narrow window sizes (even when there's still plenty of room to show it), as a result of the latest interface refresh.
As part of the large population of Xero users who work in a half-screen view by default, this is yet another assault on our ability to do our work in peace - it feels like no one on Xero's design team is considering the fact that it's not always used as a full-screen application.
Please adjust the scaling to include this critical dropdown…
3 votesThanks for highlighting this issue to us Elliot. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens.
This'd be best raised with our Xero Support team on Xero Central and our specialists can investigate with you 1-1 and get the right information to take to our product team if needed. Thanks
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Reports - Filter reports and account transactions by specific bank account
I would like to filter reports based on a bank account where there are multiple bank accounts
2 votesHi Anne, we’re moving this to Feedback for now, as we need a little more information to better understand your request and ensure this is routed to the right team. If you’d like to share more details, please react to this update and let us know which financial report you’d like to filter by bank account, such as Profit and Loss, Balance Sheet, Account Transactions, or another report.
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2 votes
Hi Jay, we appreciate you sharing in Xero product Ideas, however not hearing back and getting extra information about you needs here we'll move this to Feedback. If you'd like to react and respond to my update I can review. Otherwise your post will be removed in 30 days.
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Enter journal date using keyboard
In the new manual journal screen, we cannot enter the journal date using a keyboard, and need to select the journal date from the calendar input. This wastes a lot of time if we are backdating the journals to previous years.
Please bring back the ability to enter journal dates using a keyboard. For the time being, I'm reverting back to old input screen.
1 voteHi Quynh, date entry via keyboard and the date entry shortcuts are all available within new manual journals. If you're having any troubles with this I'd recommend raising a case with our Xero Support team through Xero Central who can get more detail to take a closer look into what you're experiencing. Thanks
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marking
Can have the function that able me to do a temporary marking on the Account Transaction page, due to need to compare the related party transaction, this function able me to mark the amount that has been identify, rather than photocopy out as paper.
1 voteHi Mun Chun, not hearing back we'll move your idea to Feedback. If you'd like to react and respond to my update with more information I'll be happy to re-review, otherwise this will be removed in 30 days.
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Reporting - Add report fields
Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.
1 voteHi Krystil, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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Reports - Option to build Xero blue reports into Xero HQ
Report Building - Ability to choose any report from Xero Blue to add to the reports. Especially payroll reports.
Ideally, I would like to be able to build a set of management reports that include things such as accrued annual leave and long service leave. Annual days to pay on AR, average days to pay per client and other KPI type measurements. Is there away to build out own templates that can go into payroll and other areas of Xero to create these
6 votesHi everyone, thank you for sharing your feedback via Xero Product Ideas. Because this suggestion hasn’t gained much traction within the community, this post will soon be removed. Your feedback has been shared with the relevant teams. If this remains a high priority for your business, we recommend re-submitting the idea to see if it generates renewed interest from other members. Thanks.
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User roles - Reports access with no payroll (including accounts)
We want to give access to reporting to one of our managers however we don't want them to be able to view all payroll information. Therefore I am looking for a function that can give access to all of Xero except anything to do with payroll so all nominal codes to do with wages would need to be invisible etc. Journals would another thing that needs to be hidden.
11 votesHi everyone, thank you for sharing your feedback here on Xero Product Ideas.
Because this suggestion hasn’t seen much community activity, we’re going to archive this post to keep the forum focused. Rest assured, your input has already been shared with the relevant product teams.
If you're interested, we have a couple of related ideas currently open that you might want to support:
- Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
- Permissions: Payroll - Payroll admin limited access
Thanks again for taking the time to help us improve Xero!
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