Settings and activity

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1. AU Payroll - New Employee - Online Commencement Forms

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   70 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.

   Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.

   If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.

   You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.

   Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.

   Nicola Grogan supported this idea  ·  22 November, 2023

2. Account transactions report - Show description of transaction line

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   171 votes

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   78 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

   For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

   To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

   If you're trying to find the account a bank transaction or system account line has been coded to, you can add the 'Related account' column to the report which should help with look ups. 

   We appreciate what's being asked in this idea and will continue to keep an eye on the idea here, however we want to be open we don't have plans for changing the behaviour of this in the near term. 

   Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.

   For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to. 

   To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.

   If you're trying to find the account a bank transaction or system account line has… more

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   Nicola Grogan commented  ·  19 July, 2023  ·  Edit…  ·  delete…

   Why has this issue not yet been resolved. Can we get a date on when this simple fix can be actioned?

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