Settings and activity
43 results found
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2 votes
Appreciate you bringing this to the community. Having the Export button in the same place across Xero could make navigation more intuitive.
I’ve updated the status to Gaining Support so we can continue tracking interest. If this would help your day-to-day work, add your vote and let us know which location you’d prefer best.
ReVision Accounts
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7 votes
Hi Kerrin, thanks for raising this. It’s easy to see how automatically hiding custom formula rows with no activity would make reports cleaner and easier to read.
Without this option, reports can feel cluttered. That often means sharing something that looks busier than it needs to be, or exporting the report just to remove empty rows manually—extra work that defeats the purpose of using the report builder.
I’ve moved this idea to Gaining Support so we can better understand interest in more report-level formatting options. If you’re able to comment with the specific reports where this would be most useful, it’ll help other users understand the use case and help the idea gain traction.
ReVision Accounts
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2 votes
Hi Sam, really appreciate you coming into our Xero Support team about this so we could get a closer look into the behaviour that you've mentioned.
I've re-opened this and slightly adjusted the title of your idea now that we have a clearer picture. Just to highlight for others coming across - currently when you export a report to Excel the formula in the column takes precedence over the total calculation.
There are no plans for changing this at this time, however we'd like to get a wider sense of thew interest through the idea here so that our product teams can consider this in future planning. Thank you
ReVision Accounts
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12 votes
Thanks for sharing this suggestion — we can see how adding “as at time of publish” to the DATE / PERIOD would make it much easier to tell which published spreadsheet is the most up to date when reports look otherwise identical.
We’re moving this idea to Gaining Support so we can keep tracking interest and feedback from our community. While we can’t make any promises about if or when this might be added, the support and examples shared here help our product team better understand the impact and usefulness of this change 💥
If there are any updates to share, we’ll post them here.
ReVision Accounts
supported this idea
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61 votes
Thanks for continuing to support this idea, and letting us know the changes that matter most for you.
We've reviewed the idea and found another similar idea that we have merged with this, 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.
ReVision Accounts
supported this idea
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7 votes
Hi Ian, thanks for bringing our attention to this. We can see how having account codes displayed in their own column, rather than combined with the account name, could make reporting easier to read and work with.
At the moment, account codes and names are shown together when the option is enabled in reports, and can be split manually after export if needed for further analysis.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular reports or workflows where separate columns would be most useful, we'd love to hear more about them.
ReVision Accounts
supported this idea
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104 votesReVision Accounts
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8 votes
Hi Pieter, thanks for starting the conversation around this. Being able to include additional reports, such as the Payroll Employee Summary, in Management report packs could make it easier to create complete management and client reporting packs without needing to combine documents manually.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If there are other reports you'd like to include in the report packs, let us know which ones would be most valuable for your reporting workflows.
ReVision Accounts
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5 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
ReVision Accounts
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16 votes
Thanks for sharing, Deon. Appreciate how this would be useful for your business and getting an overview of transactions within a period.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too.
We'll keep a track on the interest your idea builds here and share if there is any progress.
ReVision Accounts
supported this idea
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15 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.
ReVision Accounts
supported this idea
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5 votes
Appreciate your suggestion here. We can see how more streamlined tabbing through fields in Manual Journals could support faster keyboard-driven data entry and a more consistent workflow.
We've moved this idea to Gaining Support so we can continue gathering interest from the community.
If there are specific parts of the tab sequence you'd like to see improved, please continue to share them here. That context is valuable for the team as they review this idea.
ReVision Accounts
supported this idea
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12 votes
Hi team, appreciate raising this idea with us. As noted by others right now it is possible to delete a repeating journal.
If you need to repeat the journal again in the future you could turn one of the previously posted journals into a Repeat journal to start this up again.
We don't have any plans for adding an archive option in the short term but will continue to watch the interest for this here.
ReVision Accounts
supported this idea
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12 votes
Thanks for sharing this idea. We understand the request to allow draft manual journals to be saved with $0.00 or blank amounts.
Being able to save the account codes and journal structure without entering placeholder figures could make it easier to reuse the journal as template.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently manage recurring journal templates.
ReVision Accounts
supported this idea
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22 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.
ReVision Accounts
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22 votes
Hi team, just adding an update here as it's best if each idea is separated so we can get a clear gauge of interest in a change - I've created a new idea from this one about the debit & credit request, and have slightly adjust the title here to reflect the desire to change the column ordering.
We'll update if there is any change planned for either of these ideas respectively. Thanks
ReVision Accounts
supported this idea
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47 votes
Thanks everyone, we appreciate hearing how the new Manual Journals layout has landed for you, and the challenges you're facing.
In response to feedback we’ve recently released several changes;
We've updated the layout, column sizing, spacing and typography so more journal details are visible without horizontal scrolling, including on widescreen monitors.
The description field now has more room for longer entries and supports scrolling, making it easier to review full descriptions.
We’re also working on two further improvements that we believe will improve the experience for majority of users:
- options to show, hide and reorder columns, and
- a compact view toggle for a higher-density layout.
These changes will give you more control over the information shown and help make better use of your screen space. I'll keep you updated of these changes here!
ReVision Accounts
supported this idea
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127 votes
Hi team, thanks for continuing to show your support and share feedback here.
We understand your concerns around the amount of space used and the need to scroll to view all columns, particularly when entering and reviewing journals.
We recently released a few enhancements to help with feedback we've received including;
- Improving column sizing, spacing and typography meaning you can see more detail without as much need to scroll.
- Added more space for the Description field and ability to scroll this field
- Optimised widescreen displays
- Increased the amount of time the "Journal posted" confirmation stays visible
- Ability to open journals in separate tabs
- Auto-removal of currency symbols when importing to reduce validation errors
We’ve also started working on a more compact view, which we’re aiming to release soon. 🙂
We appreciate the detailed feedback and examples you've shared here.
I'll come back to share as soon as the compact view…
ReVision Accounts
supported this idea
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40 votes
Hi team, we value your feedback here.
While not directly within Xero we wanted to highlight that this capability is available through Syft Analytics. With Syft you can create categories or groups in a report layout and expand or collapse them dynamically while viewing financial reports.
Syft Analytics is available as an add-on for accounting practices and customers on some Xero plans.
Thanks again for your feedback and for helping us understand how this'd improve your reporting workflow, while it's not in our roadmap currently we're continuing to keep a close watch on the interest here for future planning. I'll share if there are any updates.
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supported this idea
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22 votes
Thanks for your idea, Karen. Understand how this would improve efficiency if you regularly create multiple batches in your workflow. We'll get a sense of the wider community interest in this from your idea here.
ReVision Accounts
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so yes we can have it as long as we pay for it, seems like basic functionality that should be built into the basic reporting.