Settings and activity

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1. Inventory report - with comparative figures.

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   submitted  ·  9 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Renee Allan commented  ·  17 November, 2022  ·  Edit…  ·  delete…

   Imperative for manufacturing companies

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   Renee Allan supported this idea  ·  17 November, 2022

2. Reporting - Filter Inventory reports by Tracking

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   10 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂

   Renee Allan supported this idea  ·  17 November, 2022

3. Invoices - Feature to 'write off' as bad debt

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   14 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills we’re going to separate the idea for each feature. I’ve created one for managing bad debts in bills across here and highly encourage anyone from this thread to vote for if you’d like to see this developed to handle supplier engagements.

   We will gladly share if there is any development for bad debts in either of these features.

   Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.

   As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.

   There are also other options that have been shared by members in this conversation that some may want to explore.

   We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.

   With differing product teams and needs for this functionality within invoices and bills… more

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   Renee Allan commented  ·  24 May, 2022  ·  Edit…  ·  delete…

   Xero only interprets credit allocations as cash transactions which is inaccurate when running Cash reports ie P&L as the write off is not cash received - it is quite the contrary. Couldn't Xero recognise the Source - that denotes it as a receivable credit note -write off - and not treat it as Cash

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   Renee Allan supported this idea  ·  24 May, 2022