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Reports & tax: Manual journals

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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 made it a lot easier to tab through the journal to add entries but this new format is a lot more time consuming.

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Split idea
This idea was split into a new idea: Manual Journals - Total of Debit and Credit beneath columns
Callum Green shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for your efforts and support here, everyone. I'm pleased to share that we have shipped an update so you can now select what columns are shown, and from the 6 dots to the left have the ability to re-order these on the page. 😊

Once you've got things set as you like simply Save the view.

This is available both from the Manual Journals list and within individual journals.

We appreciate your feedback and hearing the impact this would have for you here.

Show previous admin responses (4)
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  • Chandana Narayan commented  ·   ·  Report

    Definitely need the columns resizing options - its had to see the tracking categories now

  • Jonathan Clayton commented  ·   ·  Report

    Maybe this is just me, but I preferred having 'Description' first, followed by Account/Debit/Credit etc. when creating or reviewing a journal. If the new layout must be the default going forward, at least give us the option to rearrange columns as we can for Reports.

  • Jonathan Clayton commented  ·   ·  Report

    I would also add it isn't necessary for the 'New Manual Journal entry' to occupy the entire page. Frankly, it's annoying. It was more helpful to retain the navigation pane/tabs at the top of the page for easier navigation.

  • David Tauriello commented  ·   ·  Report

    Jonathan - this is a pretty easy fix for a web developer, see my July 9 comments and screenshot here: https://productideas.xero.com/forums/967133-reports-tax/suggestions/50964163-manual-journals-journal-entry-number-listed#comments

    The deeper issue is why this system doesn't index descriptions for lines in manual journals ... this would make 'search' the best option and lead to shorter titles.

    here's hoping Xero cares enough to do either, or BOTH!

  • Margie Adams commented  ·   ·  Report

    Absolute disaster, having to scroll sideways to see further information, need in a one-screen view!!!