Reports & tax

2 results found

1. Billing codes and Reports

   Have the ability to have separate reports for codes and prices for Billing items that is under Purchases and not lumped in with the Sales codes.

   Not enough filter flexibilty within to see only those that you require to look at or amend without getting everything.

   Not all purchases for bills are sales items for invoicing

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Reporting  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for clarifying the idea Deb, at this stage its probably best that you raise this as a case with Xero Support so they can go through how Inventory works in Xero and show you more options to run different reports. I think this will be beneficial in this case,

2. Tracking Categories - Make it mandatory to add options

   I highly recommend that Xero updates the system to prevent users from saving a tracking category without creating at least one tracking option underneath it first.
   Currently, the system allows you to create a category completely empty. However, because it is empty, Xero automatically locks and grays out all filtering options in the Profit and Loss and Tracking Summary reports. This causes severe confusion, as there is no warning explaining why the reports are blocked.
   Please modify the setup wizard so that adding a tracking option is a mandatory step. This will stop other users from facing this reporting issue in the future.

   I highly recommend that Xero updates the system to prevent users from saving a tracking category without creating at least one tracking option underneath it first.
   Currently, the system allows you to create a category completely empty. However, because it is empty, Xero automatically locks and grays out all filtering options in the Profit and Loss and Tracking Summary reports. This causes severe confusion, as there is no warning explaining why the reports are blocked.
   Please modify the setup wizard so that adding a tracking option is a mandatory step. This will stop other users from facing this reporting issue… more

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Reporting  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Thanks for raising this idea Slawomir. We’ve reviewed the behaviour and it doesn’t necessarily block the Profit and Loss or Tracking Summary reports. In some cases, a tracking category with no options may simply result in there being no tracking option available to select in the report.

   Because the behaviour can depend on the organisation’s setup, the report being used, the date range, and whether transactions have been assigned to an option, this would be better raised as a support case rather than a product idea. Support can investigate the specific organisation and confirm whether the behaviour is expected or whether there is an issue with the report setup.

   Please include the organisation name, the report affected, the date range used, the tracking category and options, and screenshots showing what appears on screen.