Reports & tax

2 results found

1. New Manual Journals - Increase column width

   The latest manual journal update doesn't show enough of the description field to be able to read. It also won't allow us to enter down in the description, it just adds it all in 1 long line.
   We should be able to increase or decrease the width of each column.

   50 votes

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

   Hi team, we'd like to provide another update as the two features we mentioned we were working on in our last update have now been released!

   Fro the journal list and within the individual journal details view the Column option will allow you to choose which types of data are shown/hidden from the page, and you can drag and drop from the 6 dots to the left to re-order these as you choose.

   Beneath these you'll also be able to toggle a Compact view on or of. When on this condenses information and reduces padding to allow you to see more information on the page.

   Being open, this new experience will eventually replace the older one and we cannot continue to maintain both experiences in tandem indefinitely.

   We'll continue to evaluate the feedback and support here - for example recent feedback on the Tracking columns is good to hear. I'll share if there are any further updates.

   Hi team, we'd like to provide another update as the two features we mentioned we were working on in our last update have now been released!

   Fro the journal list and within the individual journal details view the Column option will allow you to choose which types of data are shown/hidden from the page, and you can drag and drop from the 6 dots to the left to re-order these as you choose.

   Beneath these you'll also be able to toggle a Compact view on or of. When on this condenses information and reduces padding to allow you to see more information on the page.

   Being open, this new experience will eventually replace the older one and we cannot continue to maintain both experiences in tandem indefinitely.

   We'll continue to evaluate the feedback and support here - for example recent feedback on the Tracking columns is good to hear. I'll… more

2. Manual Journals - Journal in foreign currency and see FX rate on journal

   Ability to process a manual journal in foreign currency and to pull the exchange rate on the date of the journal.

   Purpose: It’s beneficial for organisations who are dealing and operate with multiple currencies

   410 votes

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

   Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.

   We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.

   Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.

   As soon as there's movement surrounding this idea we'll share an update with all of you here.

   Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.

   We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.

   Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.

   As soon as there's movement… more