Manual Journals - Export multiple journals
Manual Journals - Export multiple journals
Allow users to export all manual journals at once either in PDF or to excel format
-
Jessica Salmon
commented
SA has an audit requirement for journal authorization, our client needs to approve our journals before we post.
The Journal report cannot show, or filter for, drafts.
Without journal authorization procedures in Xero this would be the next best thing as a workaround for us to send them a copy of the entries so they can approve.
Ideally for us: the export/print should use the checkboxes next to each journal that are currently only for "Void/Archive" for posted journals or "Post/Delete" for drafts.(Yes I'm aware of addons that integrate journal authorization. No we can't justify the added cost to the client for a feature that should be built into Xero. It is a standard audit requirement and the feature already exists for invoices/bills)
-
Peter Wood
commented
Manual journals - Export to PDF for Draft Manual Journals.
-
Kim Lawrence
commented
Ability to export journals (including account codes) to CSV file in order to import into client GL software.
Looking to import alignment journals ex Xero into clients Greentree ledger, but cannot immediately create a CSV file. Also, the full journal report, which includes reversing entries for edited journals makes it prohibitive to use for importing. Would be good to be able to select all (finalised) manual journals from the manual journals window, to create one csv file (including account codes) which can be imported into various client software general ledgers.