Settings and activity
9 results found
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5 votes
Hi April, I've just split this from your original idea here so we can gauge interest in being able to delete a Manual Journal separately.
Currently it's possible to Delete a Manual Journal while its in Draft, but like you noted can only be Voided once posted.
We'd like to get a better view of the interest in this from your idea here, and I'll let you know if there are any updates. Thanks!
April Dayrit
shared this idea
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171 votes
Thanks to everyone who's shared feedback here. Over time, the conversation has broadened from the original request: the ability to create custom-designed workpapers, similar to Classic Workpapers, with tailored calculation rows, sections and mapped account codes.
This is something we're actively exploring and will share another update soon. We’ll use this idea to track that broader customisation capability.
Requests for specific worksheets are best tracked separately:
- Inter-entity loan workpapers
- Division 7A loans
- Motor vehicle private use and FBT
- Franking credits - add payment dates
- Investment income
- Profit appropriation/distribution
Tracking these separately helps us understand interest, needs and use cases. Please make sure to add your vote to these if of interest, or start a new idea for a new one.
An error occurred while saving the comment April Dayrit
supported this idea
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10 votes
Thanks for your feedback around this functionality in the new Workpapers experience, we really appreciate the time taken to add your thoughts. Your idea is now being assessed by our product team. 🕵️
Once they've reviewed the idea we'll share the outcome and update everyone, here.
An error occurred while saving the comment April Dayrit
commented
The History or Audit Trail currently only shows the latest update. It does not include timestamps or user details indicating when a file was attached, who attached it, or other activity logs. Including this information would improve transparency and tracking of changes.
April Dayrit
shared this idea
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6 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
April Dayrit
shared this idea
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4 votes
Hi team, we wanted to share that we have released some recent changes to the layout for the Working trial balance view Trial balance (grouped) and the additional views Trial balance (ungrouped), Balance Sheet, Profit and Loss.
We'd love to hear if these updates have helped achieve your needs in the ordering mentioned within this idea. Thanks!
April Dayrit
shared this idea
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8 votes
We appreciate you sharing your idea and letting us know what changes are most important to you.
We've completed our review, and now it's time for the community to show its support!
Please share your idea with colleagues who might find it useful and encourage them to vote. Community members can also add comments to expand on how your idea would improve their experience using Xero.
April Dayrit
shared this idea
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12 votes
Hi April, thanks for bringing this idea to our attention. Again your contributions are greatly appreciated in this process. Your idea is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here, once they've reviewed the idea.
April Dayrit
shared this idea
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21 votes
Hi team, we’ve just released the ability to import an .xlsx as spreadsheet template in the settings for each worksheet.
We get this doesn't remove some of the restrictions mentioned in the comments here, but hope you can appreciate we're taking steps to remove friction of having to work with these limitations every day. Thanks.
April Dayrit
supported this idea
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3 votes
Thanks for bringing this to our attention April, again your feedback is incredibly helpful when assessing our users experience. This is now being assessed by our product team. 🕵️ We'll share the outcome and update everyone, here.
April Dayrit
shared this idea
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Consider adding workpapers for Inter-Entity Loan, Wages, Div 7A, TPAR, Super Payable, BAS, and GST to provide a more comprehensive set of templates for common compliance and review areas.