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Settings and activity

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  1. Reporting - Ability to view transactions including date of transactions & date created

    17 votes

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Kellie, you might find History & notes useful for getting the insight you're after here. 

    Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in. 

    Keen to hear if this helps. 

    Clare Chapman supported this idea  · 
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    Clare Chapman commented  · 

    I've just spotted that you can add the Created date to Supplier activity. PLEASE add this to Account Transactions and other reporting, it would be so helpful in several instances, not least those mentioned here already. The data is there so, come on Xero, let's have it.

  2. Settings - Set default for 'Show [x] items per page'

    106 votes

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    submitted  ·  46 comments  ·  Users & setup » Navigation  ·  Admin →
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    Clare Chapman commented  · 

    It would also be extremely helpful to have the input field at the top of the page rather than having to scroll all the way down to be able to change the number. I have only once been glad of the default so that I didn't have to scroll through endless pages to find what I need. I have tried to understand the logic but failed so far..... Come on Xero, great progress in other areas, just give us what we need on this!

    Clare Chapman supported this idea  ·