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  1. Account Transactions report - Ability to change default columns when drilling into report

    86 votes

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    33 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for signalling your interest and sharing with us through this idea, team.

    We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.

    Leela Weinstein supported this idea  · 

  2. Manual Journal - Ability to set default for 'Show journal on cash basis reports'

    285 votes

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    107 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience, in which this idea has now been addressed.

    From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.

    Updated 24 Sep - This is currently available in US, AU and NZ only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.

    Leela Weinstein supported this idea  · 

  3. Manual journals: Add projects category to Manual journals

    30 votes

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    submitted  ·  9 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    Leela Weinstein commented  · 

    It's such a surprise Xero can't see such obvious needs....

    Leela Weinstein supported this idea  · 

  4. Project report - Include account name and account code

    86 votes

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    38 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.

    This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.

    We will let you know if there are any changes planned for this report, here.

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    Leela Weinstein commented  · 

    This is such an obvious common sense need....it's shocking Xero isn't seeing that or doing anything about it.

    Leela Weinstein supported this idea  · 

  5. Account Transactions report - Include project column

    114 votes

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    submitted  ·  55 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Leela Weinstein commented  · 

    Xero, some response please?

    Can you let us know your plan for adding this common sense functionality to the reports? That is, the project code being available to select as a column when running GL detail reports? Existing project reports are not of much help with no way of cross checking any data. I thought that would be obvious.