Settings and activity
5 results found
-
224 votes
Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.
I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:
- A 60-minute video interview where we share early concepts and ask for your feedback
If you'd be interested in participating and giving your time, please complete this short survey - If your experience is a good fit for the study, you'll be redirected to book a time that suits you.
Please note, sessions will be run from Australia/New Zealand, so availability is limited.
Thanks again - your input will help shape the future of reporting in Xero. We look forward to…
Claire Thorn
supported this idea
·
-
55 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Claire Thorn
supported this idea
·
-
1,172 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
- 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
Claire Thorn
supported this idea
·
-
269 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
An error occurred while saving the comment Claire Thorn
supported this idea
·
-
20 votesClaire Thorn
supported this idea
·
It would be extremely useful if the Account Transactions download included the description that is entered into the invoice posting. Currently the download description is simply the contact name plus the transaction type. Also please can the download also include Quantity. It isn't easy to produce a report that shows sales in a particular unit of measure which covers all transaction types. For example the Receivable Invoice Detail report does show quantities, but this does not include Receive Money transactions (where a sales invoice has not been posted)