Settings and activity
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1 vote
Hi Sandy, it'd be good to get a bit more understanding of the common situation and where you'd like to be able to view this option from. For example would you generally be looking at the transaction from the Bank account, or another page in Xero? Can you share any detail about situations that lead you to this? It may help others associate with your idea here and our product team understand the pain points or consider possible solutions.
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Sandy Gampel
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29 votes
An error occurred while saving the comment Sandy Gampel
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Our customers are requesting we send them their fully paid invoices that include the payment breakdown: date of payment, amount and method of payment
Sandy Gampel
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5 votes
Appreciate not the exact feature you're looking for here and will be good to get a sense of the interest of this here. In the meantime, I wanted to make sure you can find this information once reconciled. Those with the Standard or Adviser roles can run the Journal report to view recent impacts to accounts and the user that made each change.
An error occurred while saving the comment Sandy Gampel
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We have wasted so much time poring over the Xero journal report trying to identify the accounts affected by a particular transaction. Every transaction allocated to a certain date will appear on the journal report, resulting in reams of transactions over multiple pages. The accounts relating to one transaction also don't always appear together, but will be spread about amongst other transactions in a different area of the report.
Sandy Gampel
shared this idea
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The Recap Transaction feature immediately shows the double-entry impact of a transaction while it is being created, or after it has been posted. Currently the only way to check which accounts are debited and credited is by going to the journal report and wading through (sometimes hundeds) of transactions to find it. 'Recap Transaction' would prevent posting errors by clearly showing which accounts are debited and credited before a transaction is approved. It will ensure invoices, bills, credit notes, refunds and overpayments etc. are coded correctly the first time. It would improve accuracy and give users complete double-entry visibility directly inside the transaction screen, especially across complex transactions. The best way to see an example is by referring to MYOB's Recap Transaction feature.