Settings and activity
7 results found
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1 vote
Hi Yaakov, sorry we've not responded to your idea here sooner. Is it possible you have a customised layout applied to the Balance sheet? If you're still finding accounts that you'd expect to be shown not appearing in the Balance Sheet report of your Management report pack I'd recommend raising a case with our team of specialists via Xero Central where we can take a closer look into what's going on.
I'll shortly remove your post from idea here, but please do get in touch with our Xero Support team.
An error occurred while saving the comment 
Yaakov Grant
shared this idea
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4 votesYaakov Grant
supported this idea
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An error occurred while saving the comment Yaakov Grant
commented
I would love to see an enhancement to the Account
Transactions report that includes two additional columns:
• Last Modified Date (date and time of last change)
• Last Modified By (user who made the change)
This would significantly improve audit trail reporting by providing greater transparency, similar to what *QuickBooks* offers.
Having visibility into when and by whom transactions were modified is crucial for tracking adjustments, ensuring accountability, and maintaining financial integrity across teams.
I believe this addition would be valuable to many Xero users who rely on detailed audit tracking for compliance and internal controls. I’d appreciate your consideration of this request and look forward to any updates regarding its feasibility. -
5 votesYaakov Grant
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684 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
An error occurred while saving the comment Yaakov Grant
commented
Interesting history to this message.
Posted Jan 19, 2014.
Comment by Admin on Mar 27, 2022 (BTW, where is that comment?)
Second comment by Admin Dec 17,2023: "we'd like to get a clearer understanding of demand for this feature".
So basically, 557 votes and lots and lots of comments , including 50 since the last Admin response and you are still none the wiser, not sure about the demand?
Come on Xero! Prove that your customers or more important than losing out to competitors.
And in case no one understands this, see Stuart Clough's comment below:
https://productideas.xero.com/users/6360896143-stuart-clough
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11 votesYaakov Grant
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191 votes
Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
An error occurred while saving the comment Yaakov Grant
commented
Hi all,
Ok so big disclaimer but there is an app called G-ACCON I tried a few years ago, which seems to be going strong and growing since I last used it (based it on its pricing and youtube page), which does BULK VOIDing.
The app does much more, such as Bulk tracking category option imports and Audit trail reporting, to name a couple.
Only snag is that you need to get used to the Enquiry boxes in Google sheets and its terminology to get Xero to do what you want it to do (and should already be doing!!)
There is free trial version, so you can try it before subscribing.
Website is here
https://www.accon.services/gacconforxero.html
And the youtube video on Bulk Voiding invoices is here.
https://www.youtube.com/watch?v=wHNQDikkWoE
I haven't tried this myself, but would be interested in hearing how others fare.
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105 votes
An error occurred while saving the comment Yaakov Grant
commented
Yes please!!!
Can I cheat and add 300 votes to this?
Yaakov Grant
supported this idea
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Kelly
Thanks but did you look at the image? I spoke to the Support team already about this.
I am fairly certain you cannot add a customised report to HQ - see attached image of what I am talking about.
Please do not remove this post without responding