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3 results found

  1. Manual Journals - Import additional lines into an existing manual journal

    Since system allows to import manual journal with up to 300 lines cap, it would be of high value to have a feature to import additional lines into the existing manual journal (especially that we found an instruction on how to do that, but there is no functionality withing the Xero product)
    Or as another alternative, if there is an option to merge existing manual journal entries than it will work perfectly as well.

    8 votes

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    0 comments  ·  Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your needs in adding more lines to an existing manual journal.

    We're in the process of rolling out a modernised Manual Journals experience.

    As part of the new design you'll be able to copy from a spreadsheet and paste lines directly into the journal grid, making it faster and easier to enter larger journals.

    While this isn’t the same as importing additional lines into an existing manual journal or merging journal entries, we're keen to hear your feedback here if this solves your particular needs.

    I'll round back to confirm once this new experience is rolled out in all regions.

  2. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    Ability to set as default whether the "Show journal on cash basis reports" should be ticked or un-ticked on manual journals

    Purpose: Because accountants that does the annual journals for clients who do their own GST we don't usually want these journals to show the late GST claims

    284 votes

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    105 comments  ·  Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

  3. Manual Journals - Assign Contact name to journal

    The ability to assign contact in manual journals.

    Purpose: To enable to track journal entries with contact name

    317 votes

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    167 comments  ·  Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.

    We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.

    While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.

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