Settings and activity
16 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…
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Daniel Shepherd
commented
Yes, narrow screens need debits and credits, too. I have attached a mock-up image.
I love the new general journals, but can we have an option to hide, shrink (or line-wrap) the tax amount and tax rate?
I often don't use those, but I always need the debit and credit amounts!
Plenty of space is wasted for padding/borders on each left and right side, too.Or, move the debit & credit so I don't lose them off the right-hand side of my screen?
There is plenty of screen-space there, but otherwise it is going to make working with my split-screen setup very difficult.
Daniel Shepherd
supported this idea
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7 votesDaniel Shepherd
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10 votes
Thanks for sharing this great idea, Leandro. We can see how changing the keyboard tab order on the Manual Journal screen would make entering reversing journals more efficient.
We've moved your idea to the 'Gaining Support' stage. This means it's now visible to the wider Xero community, who can vote and add comments to show their support. This collective feedback is a key way our product team gauges demand for new features.
While your idea is gaining support, we wanted to share a couple of other related ideas that you and other supporters might be interested in:
- There's an existing idea to have the reversing journal automatically update when the original journal is edited. You can find it here: Manual Journals - Editing journal with auto-reversal to update related journal/s
- For a potential workaround in the meantime, some users explore third-party browser extensions which can offer more customised keyboard navigation.…
Daniel Shepherd
supported this idea
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167 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Daniel Shepherd
supported this idea
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7 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Daniel Shepherd
supported this idea
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14 votes
Thanks for sharing this idea. We understand the request to allow draft manual journals to be saved with $0.00 or blank amounts.
Being able to save the account codes and journal structure without entering placeholder figures could make it easier to reuse the journal as template.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and let us know how you currently manage recurring journal templates.
Daniel Shepherd
supported this idea
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10 votes
Thanks for sharing here, Julie. Our product team are monitoring feedback on the new manual journals experience closely.
For now, we'll get a sense of the wider interest in your idea and I'll make sure to let you know if there are any updates.
Daniel Shepherd
supported this idea
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22 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…
Daniel Shepherd
supported this idea
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23 votes
Thanks so much for sharing this idea. We can see how being able to view long manual journal titles more easily would be helpful, especially when you're quickly scanning your journals.
We've moved your idea to Gaining Support so other customers can vote and add their feedback too. If anyone else would find wrapped titles, or a toggle to control this, helpful in Manual Journals, please add your support and share how it affects your workflow — those details are really useful for our team.
We really appreciate you taking the time to raise this with us and help improve Xero.
An error occurred while saving the comment Daniel Shepherd
commented
Yes, adding a line-wrap or word-wrap is a great idea as an option for narrower screens, if I do say so myself.
Here is a mock-up I put together before I saw your contribution. Great minds think alike?I love the new general journals, but can we have an option to hide, shrink (or line-wrap) the tax amount and tax rate?
I often don't use those, but I always need the debit and credit amounts!
Plenty of space is wasted for padding/borders on each left and right side, too.Or, move the debit & credit so I don't lose them off the right-hand side of my screen?
There is plenty of screen-space there, but otherwise it is going to make working with my split-screen setup very difficult.
Daniel Shepherd
supported this idea
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23 votes
Hi team, just adding an update here as it's best if each idea is separated so we can get a clear gauge of interest in a change - I've created a new idea from this one about the debit & credit request, and have slightly adjust the title here to reflect the desire to change the column ordering.
We'll update if there is any change planned for either of these ideas respectively. Thanks
Daniel Shepherd
supported this idea
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31 votes
Hi everyone, we have split this idea from the original post so we can get a better sense of interest in being able to view credit and debit totals directly under the columns here.
For now we are keeping an eye on the support for this here.
Daniel Shepherd
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18 votesDaniel Shepherd
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29 votesDaniel Shepherd
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9 votesDaniel Shepherd
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53 votes
Hi community, thanks for engaging with this idea! It’s already gaining strong traction, and we can see how important this is to many of you.
We understand the value of being able to map general ledger accounts directly to all tax return schedules in Xero Tax, not just the business schedule. This improvement would go a long way in streamlining tax workflows, increasing efficiency, and reducing the risk of manual entry errors.
The idea is now in the Gaining Support stage. Your continued votes and comments help highlight its importance and guide our product team's priorities.
Daniel Shepherd
supported this idea
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55 votes
Hi everyone thanks for sharing this idea, and letting us know the changes that matter most for you. Currently they are available at the start of the following income tax year. We've reviewed your idea and now it's up to the community to get behind and support it. You can share this with your friends and colleagues who also want to see this feature. We will continue monitoring this space for traction.
Daniel Shepherd
supported this idea
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This is an 80% huge improvement, and if a toggle for compact *narrow* view can be added, this will already be 99% for me.
This (attached) screenshot is my current experience: