Settings and activity
14 results found
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127 votes
Hi team, thanks for continuing to show your support and share feedback here.
We understand your concerns around the amount of space used and the need to scroll to view all columns, particularly when entering and reviewing journals.
We recently released a few enhancements to help with feedback we've received including;
- Improving column sizing, spacing and typography meaning you can see more detail without as much need to scroll.
- Added more space for the Description field and ability to scroll this field
- Optimised widescreen displays
- Increased the amount of time the "Journal posted" confirmation stays visible
- Ability to open journals in separate tabs
- Auto-removal of currency symbols when importing to reduce validation errors
We’ve also started working on a more compact view, which we’re aiming to release soon. 🙂
We appreciate the detailed feedback and examples you've shared here.
I'll come back to share as soon as the compact view…
An error occurred while saving the comment An error occurred while saving the comment 
Carolyn Haley
commented
I'm working on large screens and still having size issues and having to scroll across and there is a lot of blank space either side. I don't think the screens are the issue. This needs to be fixed and tested properly.
An error occurred while saving the comment Carolyn Haley
commented
The changes to the manual journal layout are impractical and add time. The full line can't be seen at one time which means to input or to view, you have to scroll across. This also means that you can't take a snip of the journal which is the quickest way to capture in communications. There is so much blank space on either sides of the screen. This is terrible and very frustrating. It worked much better before. I also preferred the look of the previous journal. Not sure why development time has been put into visual changes that are a step backwards. Please reinstate the previous journal layout and functionality that doesn't require scrolling across the screen to see the journal.
Carolyn Haley
supported this idea
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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.
Carolyn Haley
supported this idea
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21 votes
Thanks for everyone's feedback on the new manual journals experience here.
It's best if we track feedback on each suggestion separately so our product teams can consider the support, and we can best eep you updated of changes.
In the new experience where the option to show journal on a cash basis has been ticked you'll see the reference 'Appears on All reports' on the posted journal, alternatively where deselected this'll show as 'Appears on Accrual reports' - this replaces the previous notation of 'Accrual and cash' and 'Accrual only' - We'd like to understand if there is wider confusion and interest in the previous terminology and have updated the title of this idea to reflect this point so we can track this.
Date entry in new manual journals continues to work as it did in the previous experience. You can find the available shortcuts in Xero Central’s date-entry guidance…
Carolyn Haley
supported this idea
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An error occurred while saving the comment Carolyn Haley
commented
The changes to the manual journal layout are impractical and add time. The full line can't be seen at one time which means to input or to view, you have to scroll across. This also means that you can't take a snip of the journal which is the quickest way to capture in communications. There is so much blank space on either sides of the screen. This is terrible and very frustrating. It worked much better before. I also preferred the look of the previous journal. Not sure why development time has been put into visuals changes that are a step backwards. Please reinstate the previous journal layout and functionality that doesn't require scrolling across the screen to see the journal.
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104 votes
An error occurred while saving the comment Carolyn Haley
commented
Agree. It a big time waster having to export reports and re-format offline. Also:
- set column widths;
- suppress formula in a column of row eg % row applied to a % column doesn't work!
- group columns (same as grouping codes. Eg to combine a number of Tracking 1 fields into 1 column).An error occurred while saving the comment Carolyn Haley
commented
Also to add % sign to percentages on rows.
Carolyn Haley
supported this idea
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86 votes
Hi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.
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.
Carolyn Haley
shared this idea
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8 votesCarolyn Haley
supported this idea
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274 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Carolyn Haley
supported this idea
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165 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Carolyn Haley
supported this idea
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27 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Carolyn Haley
supported this idea
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440 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
Carolyn Haley
supported this idea
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186 votesCarolyn Haley
supported this idea
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677 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Carolyn Haley
supported this idea
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36 votes
An error occurred while saving the comment Carolyn Haley
commented
Yes, this is a frustration to not find a previous journal quickly when you have the journal number. Also, I'd like to see journal numbers on the Manual Journals landing page.
Carolyn Haley
supported this idea
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15 votes
Hi community, thanks for sharing with us on this idea. It would be good to get further insight into why the user would not be invited into the Xero organisation if they are a part of the approval process.
While we don't have plans for developing a share link on bills like invoices at this stage, an option for some right now could be to export bills from your organisation which could be provided to the right person in a CSV format.
An error occurred while saving the comment Carolyn Haley
commented
It would be helpful to be able to edit the supplier a bill and subsequent payment is posted against.
For example we have suppliers with numerous accounts and sometimes a bill gets posted to the incorrect account. Of we have a supplier eg Telstra where there are a number of accounts being posted under that supplier. Then we decide to create contacts for each individual account and would like to move the past bills for each account.
Carolyn Haley
supported this idea
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