Reports & tax

6 results found

1. New Manual Journals - Compact view

   I’m honestly quite dismayed by the recent update to the Manual Journal interface for NZ clients in Xero.

   I’m finding the new layout a little difficult to work with. In particular, there seems to be quite a lot of space allocated to the amounts section, while the Account Title and Description columns have less space. I think the interface would be more practical and easier to read if the layout could be made more compact, with more space allocated to the Account Title and Description fields.

   Additionally, the date format appears to follow the US/American standard rather than the New Zealand date format. As this is an interface for NZ clients, it would be much more appropriate and intuitive for the date format to follow the NZ standard (DD/MM/YYYY). This is particularly important in accounting, where date clarity and consistency are essential.

   Overall, I feel this update has made the Manual Journal screen less efficient, less compact, and visually less appealing. To be honest, it feels like a step backwards rather than an improvement.

   Please consider reviewing the layout and functionality, particularly the column spacing and date entry. Ideally, I would strongly prefer if the previous version could be brought back, as the previous interface was much cleaner, more compact, and more practical for everyday accounting work.

   I understand that updates are made to improve the user experience, and I appreciate the work that goes into these changes. I just wanted to provide feedback from the perspective of someone who uses Manual Journals regularly, as I found the previous interface easier and more efficient to use.

   I’m honestly quite dismayed by the recent update to the Manual Journal interface for NZ clients in Xero.

   I’m finding the new layout a little difficult to work with. In particular, there seems to be quite a lot of space allocated to the amounts section, while the Account Title and Description columns have less space. I think the interface would be more practical and easier to read if the layout could be made more compact, with more space allocated to the Account Title and Description fields.

   Additionally, the date format appears to follow the US/American standard rather than the New… more

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

   Hi team, we thoroughly appreciate all your feedback about how our new manual journals experience has been received. We understand comparatively to the older experience the new experience feels more spaced out and the benefits you find in being able to see this detail in a more compact view.

   Taking on feedback, we've released a few changes to help including a Compact view toggle which is available both from the Manual Journal list and individual Journal detail view.

   You'll now find from the Column option at the top of the list, or top right within an individual journal, you can select which columns appear and can re-order these on the screen, at the bottom of this section there is also the Compact view toggle which will condense the screen to show more of your data on one page. Thank you for all your feedback here, it's been valuable in understanding how we can continue to build Xero best for our customers needs. 🙂

   Hi team, we thoroughly appreciate all your feedback about how our new manual journals experience has been received. We understand comparatively to the older experience the new experience feels more spaced out and the benefits you find in being able to see this detail in a more compact view.

   Taking on feedback, we've released a few changes to help including a Compact view toggle which is available both from the Manual Journal list and individual Journal detail view.

   You'll now find from the Column option at the top of the list, or top right within an individual journal, you can select which columns appear and can re-order these on the screen, at the bottom of this section there is also the Compact view toggle which will condense the screen to show more of your data on one page. Thank you for all your feedback here, it's been valuable in understanding… more

2. 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.

   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… more

   23 votes

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   5 comments  ·  Manual journals  ·  delete…  ·  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.

3. New Manual Journals - Regionalised date formatting

   Hi Xero,

   A Number of our NZ based staff have been given early access to the New Manual Journals function. Everything is using American Dates and typing in using NZ (and the rest of the world format) doesn't work.

   This is for NZ staff, in NZ, Using NZ Ledgers - Can we get this fixed please.

   Also, can we include comma's when there are large numbers in the journal so they are easy to read.

   Thanks

   11 votes

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

   Hi everyone, returning to the idea here we'd like to provide another update as we have made a change so now date entry in Manual Journals is driven by your Xero organisation region.

   So, for example AU and NZ orgs date format will now be DDMMYYYY.

   We appreciate the feedback we received from our customers on this. Thank you for sharing.

4. 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? I almost want to sell my bookkeeping practice. This is ridiculously annoying.

   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?… more

   4 votes

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   2 comments  ·  Manual journals  ·  delete…  ·  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. 😊

5. 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.

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   2 comments  ·  Manual journals  ·  delete…  ·  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.

6. 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.

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   0 comments  ·  Manual journals  ·  delete…  ·  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.