Settings and activity

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1. Account transactions report - Include item code as a column

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   26 votes

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   13 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

   Hi everyone, thanks for sharing and supporting this idea 🙂.

   We understand you’d like to have Item Code available as a column in the Account Transactions report so it’s easier to review and track transactions against items, including untracked inventory items.

   We’re moving this idea to Gaining support while we continue to learn more about the different ways this would help customers in their day-to-day workflows.

   If this would be useful for you, please keep voting and add a comment with more detail about your use case. In particular, it’s helpful to understand what you’re trying to report on today and where the current report falls short.

   We’ll keep an eye on the feedback here and share an update if anything changes.

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   Julie Cooper commented  ·  26 February, 2025  ·  Edit…  ·  delete…

   without this item code being included everything is manual and who has that time!

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   Julie Cooper supported this idea  ·  26 February, 2025

2. Reporting - Import report template

   9 votes

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   submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Julie Cooper supported this idea  ·  08 October, 2024

3. Navigation - Buttons at top to navigate between pages of a list

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   169 votes

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   35 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll always have these options visible and selectable.

   For opening of transactions though not available in all areas, within Bills we’ve released a quick view and edit. Enabling you to make changes to transactions on the fly without having to navigate away from the list which may help for some atm.

   We’ll consider how we can incorporate these features across other areas of Xero as we keep developing Xero, however want to be open that this isn’t planned in our roadmaps currently.

   For the meantime, right clicking and opening a transaction in another browser tab would save having to navigate away from the list.

   As navigating pages would be developed separately in each area of Xero, it's most useful for our product teams to gauge interest in each idea separately. We have an existing idea you can join for this within Bank reconciliation, and have started ideas for contacts, bills and invoices that we’d love your feedback through

   • Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
   • Contacts - Options to navigate pages of the contacts list from the top of screen
   • Bills - Options to navigate pages of the contacts list from the top of screen
   • Sales Invoice - Options to navigate pages of the contacts list from the top of screen

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll… more
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   Julie Cooper commented  ·  26 September, 2022  ·  Edit…  ·  delete…

   Add the Page Navigation to the TOP of the Customers/Suppliers page.
   Ideally it would be great to have the numbers to click on not just the arrows.

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