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

    29 votes

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    16 comments  ·  Reports & tax » Reporting  ·  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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    Viona Gunawan commented  · 

    Please put this to make it's easier for reporting and tracking cost.

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    Viona Gunawan commented  · 

    Very critical for my work. We use Item Code for comparison specific costs with budget. This will make monthly reporting so much easier.

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    Viona Gunawan commented  · 

    Yes, this should be easy for Xero to implement. We need it for reporting in my workplace, and I believe many others would find it useful too

    Viona Gunawan supported this idea  · 

  2. Bank Rules - Ability to import and export

    551 votes

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    120 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

    As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

    However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

    I'll keep you updated of any developments in this space.

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    Viona Gunawan commented  · 

    Yes please, we really need feature to import bank rules to excel. I have hundreds of bank rules and it's hard to check which one is no longer valid. Thank you

    Viona Gunawan supported this idea  ·