Settings and activity

3 results found

1. Hubdoc - Search function or the ability to sort documents within Hubdoc

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   5 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded
   Maddy Hutchinson supported this idea  ·  17 September, 2024

2. Report Templates - Allow "Current date" to be inserted in reports at the client level.

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   4 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, back to share that this feature is in roll out to all customers using Report Templates.

   As mentioned in my last update, this change prevents a report field from being edited once added and run at the client level. So this field will stay connected and continue to automatically update.

   This will be live to all customers in the coming weeks and I'll come back to share once it's fully out.

   Maddy Hutchinson supported this idea  ·  22 April, 2024

3. General Ledger (detailed) - Quantity column

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   3 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 continues to build here. If anything changes, we’ll post an update on this thread.

   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… more

   Maddy Hutchinson shared this idea  ·  16 November, 2022