Settings and activity

4 results found

1. Reporting: Account Transactions Report - Show Files icon & number attached

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   111 votes

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   submitted  ·  29 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Derek Dighton supported this idea  ·  26 March, 2025
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   Derek Dighton commented  ·  26 March, 2025  ·  Edit…  ·  delete…

   This is so frustrating when trying to review accounts prior to year-end (or any other reporting period) as any unusual entry has to be investigated - and looking at the support document is the only way!

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2. Account Transaction report - Preview attached files without having to drill into transaction

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   12 votes

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   7 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Just to check, would this be from the Account transactions tab of a bank account or from the Account Transactions report?

   Derek Dighton supported this idea  ·  26 March, 2025

3. Navigation - Freeze bar at the top of the page to save scrolling

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   252 votes

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   59 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

   Derek Dighton supported this idea  ·  26 March, 2025

4. Account transactions report - Show description of transaction line

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   243 votes

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   104 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.

   While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.

   We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.

   • For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
   • For all other accounts, it shows the contact’s name and the item line description.
   • As manual journals don’t have contacts, it shows narration and description.
   • For wage payments, Payroll Employee displays in place of the employee's name.

   We’ll be keeping a close eye on the interest this idea continues to build and votes will remain open. If anything changes with the status or if there are any updates to share, we’ll be sure to post them here so you’re among the first to hear.

   Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.

   While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.

   We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.

   • For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
   • For all other accounts, it shows the contact’s name and the item line description.
   • As manual journals don’t have contacts, it shows narration and description.
   • For wage payments, Payroll Employee displays in… more
   Derek Dighton supported this idea  ·  23 February, 2023