Settings and activity
2 results found
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12 votes
Thanks so much for sharing this idea and for everyone who has taken the time to vote and comment.
We can see how valuable it would be to view the journal entry directly from a transaction, without needing to leave the transaction and run a separate report. That extra visibility would make it easier to understand the accounting impact and troubleshoot more efficiently.
Because of the support and feedback this idea has received, we’re moving it to Gaining Support. We’ll continue monitoring the interest and updates shared here to help inform future consideration.
We really appreciate you taking the time to tell us how this would improve your experience in Xero.
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Sandy Gampel
commented
Recap Transaction is an essential feature in any accounting software. With a single click, it shows all details of a transaction including which accounts are debited and which are credited. This eliminates the need to sift through lengthy journal reports to locate specific transactions.
Sandy Gampel
supported this idea
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32 votes
An error occurred while saving the comment Sandy Gampel
commented
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
supported 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.