Settings and activity
6 results found
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29 votes
Hi everyone, we appreciate wanting more control of which users have access to manual journals.
As you may have seen we've recently released new reporting permissions so you can grant access to Sales Reports or Purchase Reports only, without opening the full Reporting Centre.
At this stage we don't have plans for developing an incremental permission for Manual Journals, however we're continuing to keep a close eye on ideas in the these forums as our permissions journey evolves. I'll be sure to update if there's any news.
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Grace Morris
supported this idea
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122 votes
Thanks for your feedback, Elma. Our product team is paying close attention to this and exploring ways to improve the experience for users working on smaller screens or using split-screen layouts.
The Account and Description columns are responsive, so widening your view will expand these columns and provide more visibility. We understand, though, that this may depend on your individual setup and processes.
I’ve updated the title of your idea to reflect your request for a compact view, which will help us track interest in this improvement.
Regarding the date formatting, dates in manual journals are localised. We recommend checking your browser’s default language and region settings and, if needed, updating them to match your location. For example, selecting English (New Zealand), English (Australia), or English (United Kingdom) will allow you to enter dates in the DDMMYYYY format.
An error occurred while saving the comment Grace Morris
commented
Agree with these comments. The old version is much easier to navigate and view. There is alot of white space and extra gaps which makes this particularly difficult. Using a portrait screen you have to scroll to see all the data. Some journals that we do can be 50+ lines long and these would get extremely hard to view with this new format. The post button being at the bottom of the screen seems pointless, it was much better directly under the journal.
Grace Morris
supported this idea
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24 votes
An error occurred while saving the comment Grace Morris
commented
This would be great to have as a column to add to the account transaction reports and general ledger details when reviewing coding done by clients as they often accidently overtype the original narration to something irrelevant or incorrect
Grace Morris
supported this idea
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85 votes
Hi team, we appreciate the interest surrounding this idea and how having the ability to identify assets that investment boost has been applied to would be useful from the Depreciation schedule.
Right now, IR10 in NZ tax will import Investment Boost directly from Fixed Assets if there is an organisation.
Being upfront, adding this to reports within an organisation isn't currently on our roadmap, but we understand how this would be useful in this reporting and will continue to consider this in future product planning. I'll share if there are any updates for you here.
Grace Morris
supported this idea
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91 votes
Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
An error occurred while saving the comment Grace Morris
commented
Agree late claims need to be separate. The new report is not easy to view, especially on a portrait screen the whole report doesn't fit - the old one was much better and easier to read, there was nothing wrong with it
Grace Morris
supported this idea
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304 votes
Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.
We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.
When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.
Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.
With that in mind, there isn’t any…
Grace Morris
supported this idea
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The new user functions link GST access to manual journal permissions. There is no option to disable manual journal while still allowing GST access. We have a large number of clients that complete their owns GST returns that we dont want to have the ability to complete journals. This should be an accountant function only or an option to turn on for specific clients like it used to be