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25 results found

  1. Manual Journals - Import as tax inclusive

    The template for importing journals is setup tax inclusive, but once imported, Xero defaults to tax exclusive and a journal including tax transactions therefore doesn't balance until you go into the draft journal itself and change back to tax inclusive!

    Would be useful to be able to globally set whether imported journals are tax inclusive or exclusive. Presumably in the "Tax Defaults" section of Financial Settings.

    28 votes

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    12 comments  ·  Manual journals  ·  Admin →
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  2. Manual Journals - Automate process of journaling income allocations for stakeholders

    why can't we set up income allocations by %, not jnl , as every time you change something , you need to redo your jnl, update work papers etc. There must times when finals have been sent out ( Urgent) and this has been over looked
    This is a rather backwards step, esp when a trust could have 10 beneficiaries and need to do jnls ?!
    Would also affect partnerships, they would be the easiest to fix as majority would be a 50/50

    6 votes

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    0 comments  ·  Manual journals  ·  Admin →
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  3. Manual Journals: Backdate repeating manual journals past last financial year

    Have the ability to create Manual Repeat Journals for older date ranges (3 years ago). The current restrictions on this should be allowed once a Lock Date is implemented.

    Otherwise you get an error like:
    The Next Journal Date entered is prior to the start of your previous financial year.

    This is very fustrating.

    4 votes

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    submitted  ·  0 comments  ·  Manual journals  ·  Admin →
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  4. Manual Journals: Allow placeholders in standard manual journals

    Placeholders are really useful in repeating manual journal entry - could we please have them in regular manual journals?

    Oftentimes it will be necessary to repeat a series of manual entries when realising income in advance as revenue however the amounts will vary so a manual journal is required for each instance.

    Being able to have [Month] etc in the narration would make it much faster to populate each entry. [Example: "Revenue realised in [Month]"

    11 votes

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    submitted  ·  1 comment  ·  Manual journals  ·  Admin →
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  5. Manual Journals - Editing journal with auto-reversal to update related journal/s

    To have an option to automatically update the reversing journal.

    Purpose: To save time and help avoid errors in updating both entries.

    58 votes

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    19 comments  ·  Manual journals  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your input and support into this idea for auto updating related journals when an auto-reversing journal is edited. 

    While the team began to look into work involved, priorities have shifted and this is not something we'll be looking to develop at this time. 

    We'll move the status back to submitted and keep you informed if there is any movement.

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