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  1. New Manual Journals - Increase column width

    50 votes

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    19 comments  ·  Reports & tax » Manual journals  ·  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…

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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

    264 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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    59 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  ·