Settings and activity
140 results found
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38 votes
Hi team, being upfront here - though we appreciate the interest in adding tracking to Inventory reports here this isn't something we have any plans for in the short term.
As shared in my last update, we'd recommend the Receivable or Payable Invoice Detail reports which can be grouped and filtered by Item and Tracking and enable you to get a view of the quantities purchased and sold by category 🙂
Admin Operator
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6 votes
Hi community, rounding back here we will close this idea. As mentioned in our last update it's best to connect with your financial institution or bank directly on this.
While you can set up and create a payment in Xero, the confirmation of funds transfer would come at the point the money is paid from your actual bank account to the suppliers bank account.
In terms of collecting payment from your customers you could add a request to provide proof of payment as part of your branding theme.
Admin Operator
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11 votes
Hi team, returning to the idea here we appreciate the added feedback.
Checking in with our product team this is working as designed. At present as you've described the selection for 'Show archived' is automatically selected when running the Account Transactions report, and even if you save as custom this option will default to selected each time the report is run so you'll need to make sure to uncheck this if you don't want to see these accounts.
The default of this option is to ensure that all transactions are shown in the report for the period it's being run.
We appreciate expecting the selection to be saved with other custom settings and this is something the team will consider as they prioritise their roadmap, but I want to be transparent that this isn't planned at this time. If there are any changes planned I'll be sure to update you…
Admin Operator
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6 votes
Hi team, returning to the idea here we'd like to update.
As noted in our last update we appreciate that managing a loan is a little different and we have a help article that suggests the best way for handling these type of transactions.
For transactions you'd rather not specify the contact you could have a generic contact that these sort of transactions are coded too.
We appreciate this isn't the solution you're after but want to be upfront that this isn't something we have plans to change in the near term.
Admin Operator
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265 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
Admin Operator
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61 votes
Hi everyone, we hear your feedback about how viewing quantity within the General Ledger report could help when reviewing transactions. While not specifically within the General Ledger there are a few different reports that can currently be run and may help with this review;
- Inventory Item Details – view quantity on hand of tracked inventory items
- Inventory Item Summary – see quantities purchased and sold for all items, including opening, closing, and adjusted quantities for tracked items
- Sales by Item report – shows quantities sold for inventory items
- Payable Invoice Details report – shows quantities purchased for all line items
- Receivable Invoice Details report – shows quantities sold for all line items
We’ve reviewed this idea but want to be upfront that there aren’t plans in the near term to add quantity as a column to the General Ledger Detailed report.
We’ll keep an eye on the interest this idea…
Admin Operator
supported this idea
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7 votes
Thanks for your engagement in this idea, everyone. Apolgies it's taken so long to update you here, and appreciate the confirmation of where you'd like to see this.
We want to be honest that we don't have any planned work for developing print options at the organisation level atm. If there's any changes to share we'll let you know.
Admin Operator
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14 votes
Hi team, in lieu of a direct field for this atm as noted in my last response you could add a Note to the Contact record either as a History and Notes note or within the additional notes field by editing the Contact.
We're continuing to track this idea here and will share if there are any updates.
Admin Operator
supported this idea
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13 votes
Hi everyone, thanks for sharing your examples and adding your support to this idea.
As noted in my last update - The ways you can record a supplier prepayment and later allocate it to a bill right now are;
- From bank reconciliation, choose Create > Add details, then change Spent as to Prepayment and select the supplier.
- Starting in the bills area, you could use the + menu in the blue banner. Then follow the same steps above to switch to a Prepayment type transaction
I want to be open that right now we don't have any plans for adding the ability to create a prepayment directly within the Bills experience. There are also broader requests in more recent feedback that we have existing ideas for:
If any of these would help your processes, please add your vote to…
Admin Operator
supported this idea
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17 votes
Appreciate the feedback here, everyone. As noted in my last update - we released a notes feature in the contact record that enables you to add editable notes (up to 4000 characters) that are visible when viewing the contacts record.
At this stage, we don't have any plans around pop up notes similar to what's being asked on this idea, however understand this is really what's needed to help solve for your idea here.
For now, we'll shift the idea back to submitted and continue to track the interest. If there are any other developments that could help achieve what you're asking we'll share this with you all, here.
Admin Operator
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11 votes
Thanks for the continued feedback here and why the Account Transactions report doesn't show all the detail you're after either.
At this time there isn't another alternative that I can offer, and also want to be upfront that this isn't in the teams roadmap right now.
We'll continue to keep a watchful eye on the support here, and if there's any updates I'll share with you, here.
Admin Operator
supported this idea
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270 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Admin Operator
supported this idea
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6 votes
Hi team, appreciate the additional feedback and it's been some time since our last engagement here.
We don't have any plans for enabling the Contact Transactions Summary or sub reports to be run for multiple contacts at once right now.
Appreciate the needs expressed here on getting more visibility for reviewers to be able to clearly see payments against accounts and this is something we'll keep in mind as we continue to build out our reporting in Xero.
For now the Receivable and Payables Invoice detail reports would be the best option. If needing to zone into payments you could filter by source within this report. Thanks
Admin Operator
supported this idea
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7 votes
Hi everyone, while we appreciate feedback we've received in this idea I want to be open that we don't have any plans for changing the ordering of columns within the General Ledger Summary report in the near term.
In the General Ledger Details report you'll find you can reorder columns, and can summarise by if you'd prefer a more compact view. It's also possible to re-order in both reports by clicking on the column header of the run report.
Admin Operator
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21 votes
Hi team, as mentioned in my last update this is already possible with the option to export invoices as a CSV. This will download your invoices with the detail in a CSV format that could be used for some of the purposes described here.
I want to be open that we don't have any plans at this time for enabling a download of multiple invoices at a time as separate PDF documents.
While the idea will moved to Not in pipeline voting will remain open, and if it does pick up traction from the community we may revisit.
Admin Operator
supported this idea
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47 votes
Hi everyone, apologies it's been so long since our last engagement here. We appreciate the additional feedback that's been shared.
Right now, it's not possible to assign bills to projects that have a Closed/Completed status. Instead, the best option would be to update the status of the Project temporarily to be able to assign your bill/s and then re close it.
Being upfront this isn't something we have any plans for enabling in the near term. If the position of this idea changes we will share an update here.
Admin Operator
supported this idea
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34 votes
Hi everyone, we appreciate how an exclude option could make filtering reports quicker and easier, especially when you only need to leave out a few items.
Our product team sees the value in this idea, however it’s not on the current roadmap.
It'll remain a longer-term consideration as we continue looking at ways to improve reporting.
We appreciate everyone who’s shared examples of where this'd help.
If there are any updates we'll let you know here.
Admin Operator
supported this idea
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31 votes
Hi team, thanks for the extra input and detail in how your business operates in relation to the needs here.
I want to be transparent with you all here that this isn't something we have plans for developing projects for at this time, however are continuing to pay attention to the ideas and improvements our customers would like to see in this feature through these forums. I'll share if there are any updates planned.
Admin Operator
supported this idea
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332 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
Admin Operator
supported this idea
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622 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Admin Operator
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