Settings and activity
11 results found
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26 votes
Hi community, we appreciate your input and letting us now how the new manual journals experience has landed for you.
Recently we have released a few changes;
While Journal Narration (formerly Title) doesn't wrap on the Journal list, you can now choose which columns do appear so can reduce the view of unnecessary information you do't want to see, and you also have a Compact view option to really maximise the amount of information shown on one page.
For very long journal titles, while this may not all be visible from the list, you can hover on it to view the complete entry.
It'd be great to get your fresh feedback here if these have helped with your needs in this idea.
Catherine Scelly
supported this idea
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32 votes
Hi everyone, we have split this idea from the original post so we can get a better sense of interest in being able to view credit and debit totals directly under the columns here.
For now we are keeping an eye on the support for this here.
Catherine Scelly
supported this idea
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50 votes
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…
Catherine Scelly
supported this idea
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7 votes
Hi Catherine, it sounds like the key suggestion is for Manual Journals to remember the selected page size, so users don't need to switch from 25 to 50 or 100 each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like the setting to work.
An error occurred while saving the comment Catherine Scelly
shared this idea
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106 votes
An error occurred while saving the comment Catherine Scelly
commented
I also agree with this comment: "Also journals page allows to view only 25 items by default. In many companies there are more than 25 journals for 1 month! Need to extend to 200 each time I need to find a journal. Once you click to view a journal and go back, you see again only 25 journals. Very annoying, especially if you need to amend backdated journals. It slows down speed of work!"
It can't be that hard to increase the default number of journals viewable! It is very frustrating.An error occurred while saving the comment Catherine Scelly
commented
Set the Default number of journals to 50 or 100 rather than 25 on the posted tab. Every time you post a journal, it reverts back to 25 showing.
Catherine Scelly
supported this idea
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337 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Catherine Scelly
supported this idea
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261 votes
Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.
There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.
To highlight, quantity can be added within the following reports within Xero right now;
- Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
- Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
- Sales by Item report - will show you quantities sold for inventory items
- Payable Invoice Details report - will give you quantities purchased for all line items
- Receivable Invoice Details report -…
Catherine Scelly
supported this idea
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135 votesCatherine Scelly
supported this idea
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46 votes
Thanks for sharing this idea and for explaining the practical ways this could help in your reports.
We can see why this would appeal to firms preparing financial reports.
We’ve updated this idea so it can gather wider visibility and input from the community. From here, other customers will be able to add their support, vote on the idea, and share more detail about how they’d use this in their own workflows. We’ll also continue to post any future updates on the idea here so you can follow along with any progress🙂.
An error occurred while saving the comment Catherine Scelly
commented
This would be really helpful!!!!
Catherine Scelly
supported this idea
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295 votes
Hi team, we’ve seen a lot of support for this idea, and acknowledge why you’d like a simple way of reflecting if part of a fixed asset is used privately.
As Xero doesn’t currently offer a built-in way to allocate depreciation between business and private use I wanted to re-highlight from our last update how this can be recorded -
Currently you could post manual journals to record the private use apportionment of a Fixed Assets depreciation.
If you're using Fixed Assets in NZ it's possible to set up an asset and apportion a % for private use. However, it's important to note that it's not possible to apportion the private use depreciation of an asset prior to using Xero. In this case when you sell the asset a manual journal may be needed to correctly state the private use.
At this time, we want to be upfront that our…
An error occurred while saving the comment Catherine Scelly
commented
You cannot update depreciation settings when you have rolled depreciation in prior years. You should be able to add a private use account to the settings or to the individual asset without rolling back depreciation multiple years.
Catherine Scelly
supported this idea
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20 votesCatherine Scelly
shared this idea
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Hello, yes, to either remember the selected page size, or to change the default page size across Xero to a larger number. Remembering the page size would be ideal as some clients will have a larger number of journals than others. I like to see what journals have been completed for both the current and prior year. Depending on the client, there could be quite a few journals each year, greater than the default of 25.