Settings and activity
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1 vote
Jason Grant
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138 votes
An error occurred while saving the comment Jason Grant
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1 voteJason Grant
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38 votes
Hi everyone, as mentioned earlier our team have been making change across Xero to align with the UK basis period reforms. We recently made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero. As a reminder from our last post -
Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
The same story will apply in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
In Xero Tax, you’ll be able to enter transitional profit, and track this across five years.
In the meantime, once your practice is comfortable with the implications of basis period reform, it’s…
Jason Grant
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5 votesJason Grant
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An error occurred while saving the comment Jason Grant
commented
It would be great to be able to expand the supporting documents, without downloading them, as they are small and difficult to read.
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6 votesJason Grant
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141 votes
An error occurred while saving the comment Jason Grant
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The History & Notes is not an adequate Audit trail report in my opinion for the following reasons:
1. Export - It does not export to Excel
2. Visibility - It does not show all the details of the transactions and in journal form with previous versions (see first link below)
3. Filters - there are too few key filters (eg Date of transaction itself is not there)
4. Columns (similar to 2) - there are currenly not enough columns in the report
5. Detail - this column actually combines too much information in one field eg the amount and date shouldn't be concatenated
6. Technical log vs Audit log (see second link below) - these logs are not separated eg the date the document was uploaded is not part of the Audit (transaction) log.For a classic Audit trail report see the old QB desktop audit trail report here
https://www.youtube.com/watch?v=s9rP24cQ0psFor the 5 requirements for good audit trail in software, see here
https://tallysolutions.com/accounting/5-features-to-look-in-audit-trail-edit-log-accounting-software/ -
3 votes
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347 votes
An error occurred while saving the comment Jason Grant
commented
please please please can you get on with this?
Xero please play Snakes and Ladders and move this to the top of your
list of "product ideas" !I know you have lots of ideas to deal with some 1030 from Accountants and bookkeepers and 3634 from Small businesses...
But this is like so important.
Don't say you haven't been warned.
Does anyone actually read these comments?
Anyway in case you do and you have no idea what Audit trail and why History and Notes really doesn't hit the mark (do you want me to do a Ted Talk on this?) have a look at criteria for good audit trail here:
https://tallysolutions.com/accounting/why-do-we-need-an-audit-trail-for-businesses/
🙏
Nuno I sympathise. I don't use Invoicing myself so much myself, but your Idea and Images are excellent points. The point about not seeing the Account Code is an issue throughout Xero. It's probably been there since Xero started 20 years ago. I wouldn't hold your breath waiting, but I have added my vote anyway.