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

   Hi all, I'm pleased to let you know we've progressed work, and are now in the development phase for this request.

   To be clear, we're not planning to allow "current date" to be inserted in reports at the client level, rather, we'll be changing the behaviour of Report Fields so they always stay connected, meaning the date will continue to automatically update.

   We look forward to sharing another update with you all in the new year. 😊

   Maddy Hutchinson supported this idea  ·  22 April, 2024

3. General Ledger (detailed) - Quantity column

   54 votes

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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