Journal Report - Reversal Filtering and Visibility Enhancements
I would like to request improvements to the Journal Report to make it more user-friendly for accountants and bookkeepers.
Currently, reversal journals and their original entries appear together, which makes the report difficult to read and slows down review during month-end and year-end close.
Please consider adding these enhancements:
1. Preferred enhancement: Reversal Filters
Please add filter options to control visibility of reversal-related journals:
• Show or hide original journals
• Show or hide reversal journals
• View only normal (non-reversal) journals
This would keep the full audit trail intact, but make the report much cleaner and easier to analyze.
2. If Option 1 cannot be implemented: Add a Journal Source filter
As an alternative solution, please add a simple Journal Source selector (for example):
• System
• Reversal
This would still allow users to quickly identify and sort reversal journals even if full reversal filtering cannot be added.
3. Visual indicators for reversals (very important)
Please highlight reversal journals using red text or a small label.
This makes reversals instantly visible.
Our eyes naturally detect color differences faster than reading text, so red text helps users quickly spot reversal entries and understand the audit trail more clearly.
Why this matters
These improvements would:
• Make the Journal Report significantly clearer and easier to use
• Reduce confusion caused by reversal pairs appearing together
• Speed up month-end and year-end auditing
• Improve accuracy when reviewing automated journals
• Enhance overall usability while keeping the audit trail fully intact
Thank you for considering these enhancements — they would meaningfully improve the Journal Report for all Xero users.
Wilianti Wilianti
shared this idea
Hi Wilianti, thanks for taking the time to share this idea. Your notes on reversal filtering and visual indicators help clarify how these enhancements could support your workflow.
We’ve moved your post into Gaining Support, which opens it up for community votes and comments. It is now up to the community to show their interest, and this gives us a clearer picture of how many users might benefit from changes like these.
We’ll update this thread when the idea gains traction and is reviewed further by the product team.
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Wilianti Wilianti
commented
I would like to request improvements to the Journal Report to make it more user-friendly for accountants and bookkeepers.
Currently, reversal journals and their original entries appear together, which makes the report difficult to read and slows down review during month-end and year-end close.
Please consider adding these enhancements:
1. Preferred enhancement: Reversal Filters
Please add filter options to control visibility of reversal-related journals:
• Show or hide original journals
• Show or hide reversal journals
• View only normal (non-reversal) journals
This would keep the full audit trail intact, but make the report much cleaner and easier to analyze.
2. If Option 1 cannot be implemented: Add a Journal Source filter
As an alternative solution, please add a simple Journal Source selector (for example):
• System
• Reversal
This would still allow users to quickly identify and sort reversal journals even if full reversal filtering cannot be added.
3. Visual indicators for reversals (very important)
Please highlight reversal journals using red text or a small label.
This makes reversals instantly visible.
Our eyes naturally detect color differences faster than reading text, so red text helps users quickly spot reversal entries and understand the audit trail more clearly.
Why this matters
These improvements would:
• Make the Journal Report significantly clearer and easier to use
• Reduce confusion caused by reversal pairs appearing together
• Speed up month-end and year-end auditing
• Improve accuracy when reviewing automated journals• Enhance overall usability while keeping the audit trail fully intact
Thank you for considering these enhancements — they would meaningfully improve the Journal Report for all Xero users.