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1. New Manual Journals - Increase column width

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   19 comments  ·  Reports & tax » 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

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   Kate Hannigan commented  ·  18 September, 2026  ·  Edit…  ·  delete…

   I agree, the new layout is absolutely terrible to look at and use.

   Save Submitting...

2. Credit notes- bulk allocation

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   202 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

   Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

   Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

   We value the depth of detail shared by our community through this idea, that'll help inform the teams discovery of this when we can bring more attention and focus to new features in Credit Notes. We'll be sure to share as soon as there's opportunity to pick up this idea with more rigor.

   Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

   Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

   Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

   We… more

   Kate Hannigan supported this idea  ·  13 November, 2023