Settings and activity
8 results found
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57 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.
Esther Hutchings
supported this idea
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5 votes
Appreciate your suggestion here. We can see how more streamlined tabbing through fields in Manual Journals could support faster keyboard-driven data entry and a more consistent workflow.
We've moved this idea to Gaining Support so we can continue gathering interest from the community.
If there are specific parts of the tab sequence you'd like to see improved, please continue to share them here. That context is valuable for the team as they review this idea.
Esther Hutchings
supported this idea
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23 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…
Esther Hutchings
supported this idea
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19 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.
Esther Hutchings
supported this idea
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7 votes
Hi Catherine, it sounds like the key suggestion is for Manual Journals to remember the selected page size, so users don't need to switch from 25 to 50 or 100 each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like the setting to work.
Esther Hutchings
supported this idea
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26 votes
Hi community, we appreciate your input and letting us now how the new manual journals experience has landed for you.
Recently we have released a few changes;
While Journal Narration (formerly Title) doesn't wrap on the Journal list, you can now choose which columns do appear so can reduce the view of unnecessary information you do't want to see, and you also have a Compact view option to really maximise the amount of information shown on one page.
For very long journal titles, while this may not all be visible from the list, you can hover on it to view the complete entry.
It'd be great to get your fresh feedback here if these have helped with your needs in this idea.
Esther Hutchings
supported this idea
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32 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.
Esther Hutchings
supported this idea
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50 votes
Hi team, we'd like to provide another update as the two features we mentioned we were working on in our last update have now been released!
Fro the journal list and within the individual journal details view the Column option will allow you to choose which types of data are shown/hidden from the page, and you can drag and drop from the 6 dots to the left to re-order these as you choose.
Beneath these you'll also be able to toggle a Compact view on or of. When on this condenses information and reduces padding to allow you to see more information on the page.
Being open, this new experience will eventually replace the older one and we cannot continue to maintain both experiences in tandem indefinitely.
We'll continue to evaluate the feedback and support here - for example recent feedback on the Tracking columns is good to hear. I'll…
Esther Hutchings
supported this idea
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