Settings and activity
12 results found
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27 votes
Hi team, we appreciate the conversation however we want to be open that we don't have any short term plans for changing the export of Manual Journals in the near term.
Not getting a lot of community support over time, this idea will soon be removed. If it something you feel very passionate about you are welcome to restart and see if there is renewed interest from the community.
Lydia W.
supported this idea
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12 votes
Hey Jon, thanks for sharing this idea. Being able to sort and filter manual journals from the Manual Journals screen would make things a lot easier, especially when you're trying to track something down quickly.
We really appreciate you calling out how this could save time and help streamline your workflow. While some sorting/filtering is possible via the Manual Journal screen, we get that it’s not quite the same and adds a few extra steps.
This idea’s now in the Gaining Support stage. Every vote and comment helps us understand how useful this would be for the wider Xero community and gives our product team more insight when planning what’s next.
An error occurred while saving the comment Lydia W.
supported this idea
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160 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Lydia W.
supported this idea
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5 votes
Thanks so much for sharing this idea. We can see how being able to view long manual journal titles more easily would be helpful, especially when you're quickly scanning your journals.
We've moved your idea to Gaining Support so other customers can vote and add their feedback too. If anyone else would find wrapped titles, or a toggle to control this, helpful in Manual Journals, please add your support and share how it affects your workflow — those details are really useful for our team.
We really appreciate you taking the time to raise this with us and help improve Xero.
Lydia W.
supported this idea
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41 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lydia W.
supported this idea
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7 votes
Thanks so much for taking the time to share this feedback on the new Manual Journals experience. We appreciate you explaining what would work better for you, including the suggestion to either restore the previous order or allow columns to be rearranged.
We’ve moved this idea to Gaining Support so we can continue to track interest and hear from others who feel the same way. Votes and comments on the idea are really helpful for our team as we assess customer impact and prioritise improvements.
Lydia W.
supported this idea
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1,115 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…Lydia W.
supported this idea
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157 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
Lydia W.
supported this idea
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317 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
Lydia W.
supported this idea
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264 votes
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…
An error occurred while saving the comment Lydia W.
commented
Please fix this, it would be greatly appreciated.
We need to be able to view full bank descriptions next to their coded account. Showing a reference / contact name instead of the actual description is a huge handicap on efficiency.
Lydia W.
supported this idea
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168 votesLydia W.
supported this idea
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An error occurred while saving the comment Lydia W.
commented
Why is this not a feature? We're spending more time manually creating transfers, matching transfers, and reconciling transfers than actual other expenses. It's also easy to duplicate transfers since the Duplicate Statements Report seems to not include transfers? And Find & Match also cannot find transfers unless they have been created manually?
Other softwares make bank transfers very easy. They even have matching suggestions that find the transfer from both banks automatically, and is one click to approve (from an implementation perspective, I believe they just find matching amounts from two different banks on the same day give or take).
This is a downside of Xero if dealing with large numbers of bank accounts and credit cards.
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113 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
An error occurred while saving the comment Lydia W.
commented
At the very least, there should be an option to keep the bank description as-is within Bank Rules. Cash coding is a huge pain without it.
Lydia W.
supported this idea
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Reordering lines in manual journals DOES NOT save, and it should be able to! If you click on the drag handle and reorder a few entries, then click save, only to reopen the journal later and find everything is out of order, reviewers will go crazy thinking entries were done in the wrong order when staff did it right... just xero didn't save the order of the lines... and best of all, this was working with the old manual journal interface and only broke with the "new" look and feel.