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  1. New Manual Journals - Increase column width

    49 votes

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    19 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    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!

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    Peter Hill commented  · 

    Oh dear, just seen the width of he tracking category column. We have 4 tracking options that start with "Melbourne" Cant destinguish between them.

    Peter Hill supported this idea  · 

  2. Email Settings - Set which users to receive Bank account change notification

    262 votes

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    140 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support here. We recognise the importance of notifying the right people when bank account details change, and how this would help businesses strengthen their checks and reduce fraud risk.

    While this work isn’t directly on the roadmap just yet, this idea is on our radar, and we’re looking to explore it further to ensure we’re covering the ground needed for a smooth customer experience.

    We appreciate everyone who's shared feedback and examples, as they help us better understand the impact this'd have in practice.

    Peter Hill supported this idea  · 

  3. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    188 votes

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    56 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

    You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

    If needed you'll be able to export your results to PDF or Excel. 

    Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

    Peter Hill supported this idea  ·