Settings and activity
20 results found
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31 votes
Daisy Young
supported this idea
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26 votes
Hi team, we appreciate the conversation however we want to be open that we don't have any short term plans for changing the export of Manual Journals in the near term.
Not getting a lot of community support over time, this idea will soon be removed. If it something you feel very passionate about you are welcome to restart and see if there is renewed interest from the community.
Daisy Young
supported this idea
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24 votes
Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
Daisy Young
supported this idea
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An error occurred while saving the comment -
256 votes
Hi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
Daisy Young
supported this idea
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11 votes
Thanks for sharing this idea about bank account Spaces and Pots. We appreciate you explaining how this could help with managing funds across banking platforms such as Starling and Monzo.
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.
Daisy Young
supported this idea
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152 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
Daisy Young
supported this idea
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13 votesDaisy Young
supported this idea
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91 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
An error occurred while saving the comment Daisy Young
commented
I would agree with this, the flagged list includes deleted bills in the flagged list
I.e. Bill A is uploaded twice, it is flagged and I void then delete one. The same bill is flagged continually as a duplicate, yet when you select Review upon prompting, each of the bills is one awaiting payment/reconciled/etc, one is deleted.This should not flag a duplicate.
I have attached my current list that Xero flags every time I enter Purchases. Every duplicate flagged is not correct and was deleted some time ago.
Daisy Young
supported this idea
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11 votes
Thanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team.
It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve.
However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition.
For example A0, L0 or A0, A1, A2, 🙂
Daisy Young
supported this idea
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646 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Daisy Young
supported this idea
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66 votes
An error occurred while saving the comment Daisy Young
commented
This would be a huge timesaver, please implement this! By date and alphabetical is not reliable.
Example: multiple transactions from Pretend Company Ltd may show on bank statement as:
868PretendCompany
353PretendCompany
535PretendCompany
www.PretendCompany
*cardnumber*PretendCompanyso they are not searchable by sorting using any current filters (amount, date, alphabetical).
A search and filter would be so helpful!
Daisy Young
supported this idea
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96 votesDaisy Young
supported this idea
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2 votes
Hi Tiaan, while you can't filter or search by money received or spent you can order your transactions from the Account transactions tab by Received or Spent by clicking on the column header. Does this achieve what you're in need of here, or could you share a bit more detail of what you're often looking to find? If needed you could add a date search to filter these down further.
Daisy Young
supported this idea
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49 votesDaisy Young
supported this idea
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5 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 🙂
Daisy Young
supported this idea
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6 votes
Hi Abrar, thanks for the thoughtful suggestion and the screenshots showing the account code used when reconciling the bank statement lines. We’ve shared your feedback with the team so they can consider this in future improvements. In the meantime, it’d be great to hear from others who’d benefit—please add your vote and any specific scenarios where this would save time in your workflow. In the meantime as a short-term workaround, run the Account Transactions report for the Bank account and add the Related account column to see where each transaction was coded ✨
Daisy Young
supported this idea
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29 votes
Hi everyone, as our product teams keep developing Xero they have been continuing to lean into the forums here to help inform and plan work.
We appreciate the impact this feature could have to those that have supported the idea here - This in mind I'm pleased to share that we're working on expanding the search capability of the Account Transactions page of the bank account to enable users to search by transaction Reference or Payment reference 🙂
As soon as this is ready for you to make use of I'll be back to share with you all! Thanks
Daisy Young
supported this idea
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13 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Daisy Young
supported this idea
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247 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Daisy Young
supported this idea
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66 votesDaisy Young
supported this idea
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Having the same issue.
A regularly annoying example that perfectly describes the issue is: Amazon purchases a client makes.
In Account Transaction report, the description shows the contact not the actual description (the 'why' of the purchase e.g. stationery, cleaning products, printer ink, food).
So when skimming 100s of transactions to check they have been posted to the correct account, all the descriptions will say:
AMAZON on 300 rows
instead of the actual description entered:
office equipment, ingredients, uniforms, computer parts, etc.
which is the ONLY helpful part in allocating transactions.
I used Amazon as an easily understood example, but it is a pain for most accounts where there could be several types of purchase and the report shows a description option but it is actually not functional.
It's really unhelpful to have to drill down into every. individual. transaction when there are months of transactions not showing the correct data in the report.
Please fix this, it is such a time waster!
Thank you
Edited to add - in response to the 'fix' suggested. Selecting Description as a column just contains the contact name as above, so two columns with contact data and none with transaction description. It does not address the issue unfortunately.