Settings and activity

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

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   16 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate you continuing to share how important Item Code is for your reporting workflows.

   From some of the feedback here, the Inventory Item Details report could be of use. It'll show inventory activity and can include purchase and sales details from bills, invoices, Spend Money, Receive Money and inventory adjustments.

   You can also customise the report to show fields such as contact, date, description, source, quantity, unit cost, unit sale price and value movement, then export the results for further analysis.

   We know this isn't within the Account Transactions report, and doesn't provide the account and tracking view with Item Code as requested directly here.

   We’ll continue to consider your feedback and these different reporting needs.

   We're keeping a close eye on the support for this idea, and I'll share if there are any updates.

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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

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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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   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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