Settings and activity
24 results found
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195 votes
Raghav Verma
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39 votesRaghav Verma
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4 votesRaghav Verma
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11 votesRaghav Verma
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4 votes
Hi Brenda, there is the ability to filter by many of the column in the current Journal report. Or is it a different detail you'd like to be able to filter by in this?
An error occurred while saving the comment Raghav Verma
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13 votesRaghav Verma
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8 votesRaghav Verma
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32 votes
An error occurred while saving the comment Raghav Verma
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It's been over a year and no response from Xero on this? This is really critical, it affects so many use cases. We are nearing the end of 2024 and we still can't add a contact in a Journal entry. This is unbelievable!
Raghav Verma
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4 votesRaghav Verma
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5 votesRaghav Verma
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18 votes
An error occurred while saving the comment Raghav Verma
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Many times I am amazed at how good Xero is, but sometimes, I'm blown away at the incredibly stupid choices made by Xero. This is one of those instances.
Why do we have only ONE account for all sales taxes? It goes against accounting practices, and COMMON SENSE! I would like to have a chat with the person who decided this was a good idea. They even put this out as such in their support page on "How sales tax works in Xero". Shame that this needs be put out as a "Xero Idea".
Source - https://central.xero.com/s/article/How-sales-tax-works-in-Xero-GL
Raghav Verma
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155 votesRaghav Verma
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201 votesRaghav Verma
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218 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Raghav Verma
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51 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
Raghav Verma
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204 votes
An error occurred while saving the comment Raghav Verma
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come on, this has been requested for far too long, such a basic thing should not be in pending items!
Raghav Verma
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224 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Raghav Verma
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252 votesRaghav Verma
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345 votes
Hi community, first off thank you for contributing and detailing why posting manual journals in a foreign currency is of interest to you all.
We appreciate our customers would like to see more capability in accounting for and dealing in foreign currencies across Xero.
In it's current form Manual Journals are a part of Xero that require some upgrade to uplift technology in order to provide capability for ideas like this to be considered. We have intentions of bringing attention to this over the coming year, however getting this done first is necessary before we can even think about adding newer functionality like journaling in another currency to the mix.
To set the expectation here, there is no work planned over 2023 for this feature. We know it's of high interest and when we're in a place to reassess we will share with you here.
Raghav Verma
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487 votes
Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.
We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.
We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.
Raghav Verma
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@Kelly Munro, the request is about user created "MANUAL JOURNAL".
A filtered report shows a lot of system journal entries combined with user created journals. For some silly reason, Xero doesn't differentiate between system created journal entries, and user created journal entries. It refers to both of them as "manual journal". For example, Payroll entries post as "manual journal", a connected app also posts some "manual journal" entries.
Currently, there is no way to differentiate between a user created "manual journal" or system created one. So, an account transaction report, with the filter "Source - Manual Journal", will show both types together, even though for the end-user there is actually a difference.
Manual Journals can be accessed from "Accounting tab > Advanced accounting > Manual journals".