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.

   16 votes

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

   Heya team! We know it's been a while since this idea was initially started but we really appreciate your feedback on how dynamic dates for report templates would be useful.

   Our reporting product team are currently doing some discovery that could possibly solve for the needs here and we'd love to get your input to help validate their research.

   If you'd be keen to be involved please book a time with our team through the 👉 link here.

   We really appreciate your engagement, and I'll be sure to share outcomes in our next update.

   Maddy Hutchinson supported this idea  ·  22 April, 2024

3. General Ledger (detailed) - Quantity column

   52 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