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3 results found

  1. New Manual Journals - Search and select Tracking Category

    The new manual journal entry layout does not allow for quick selection of a tracking category using keyboard shortcuts (number or letter). The old layout allowed me to press a key, like "2" & all tracking categories that contained a 2 would come up. The new layout forces the user to manually scroll & find the tracking category. Guys, i have Clients with 40+ Tracking Categories. What is going on? Improving things doesn't just mean make it look shiny & change things. It means actually making things better. Why would you take a key search feature away that saves time?…

    4 votes

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    2 comments  ·  Manual journals  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks again for raising this with us in Xero Product Ideas, Sal. I'd like to confirm that our team have made an update in the new manual journal experience and it's now possible to type to search and select the tracking option within your tracking fields. 😊

  2. Manual Journal - Import with Tracking

    Our client wants to export out of his customised software into xero. The developers have changed the software to fit the xero template but the tracking categories are not importing. I have spoken to a xero specialist and they believe it is not possible to have the tracking category automatically import. This would be a very useful feature for our client.

    1 vote

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

    Sorry it seems there may be some misunderstanding there. It is possible to import a manual journal with Tracking applied.

    You'll need to make sure the Tracking Category and Options are spelt exactly as they are in the organisation into the CSV file in the appropriate column.

    I've provided an example on this discussion for a customer that was importing invoices, and may help you with this.

  3. Manual Journal - Keyboard to move to next row

    I use repeating journal entries a lot and hence all the fields except debit and credits are filled out. Might be good to be able to use the keyboard arrows to quickly go from one row to the next in a column field and even be able to go from credit cell to debit cell by just clicking on the left arrow button.

    2 votes

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

    Hi Brett, on doing a little more testing you can use the Enter key and the up and down arrows to move to the previous or next row of the same cell 😊

    Just make sure you press Enter first and then you'll be able to move, up, down, left or right using the arrow keys.

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