Settings and activity

6 results found

1. Xero HQ - Combine custom reports with Adviser report

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Sally Williams supported this idea  ·  19 February, 2025

2. Report Templates - Make Report Fields available to use in group headings

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Sally Williams supported this idea  ·  19 February, 2025

3. Branding - Links to Invoices from custom DOCX Statements

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   submitted  ·  23 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Sally Williams supported this idea  ·  10 February, 2025

4. Reporting - Ability to set reports as favourites across all organisations

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   submitted  ·  7 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Sally Williams supported this idea  ·  15 October, 2024

5. Reports - Add quantity column to reports

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   23 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.

   There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.

   
   

   To highlight, quantity can be added within the following reports within Xero right now;

   • Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
   • Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
   • Sales by Item report - will show you quantities sold for inventory items
   • Payable Invoice Details report - will give you quantities purchased for all line items
   • Receivable Invoice Details report - will give you quantities sold for all line items

   While we appreciate the interest we want to be upfront that we don’t have any plans in the near term to provide the ability to add quantity as a column to other reports in Xero.

   Please know we value the feedback and time you've each taken to share with us here. We'll continue to monitor this suggestion for consideration in future improvements.

   Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.

   There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.

   
   

   To highlight, quantity can be added within the following reports within Xero right now;

   • Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
   • Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
   • Sales by Item report - will show you quantities sold for inventory items
   • Payable Invoice Details report - will give you quantities purchased for all line items
   • Receivable Invoice Details report -… more
   Sally Williams supported this idea  ·  17 September, 2024
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   Sally Williams commented  ·  16 September, 2024  ·  Edit…  ·  delete…

   This should be included as an column option just like the rest of the options available. This would make a big difference for us.

   Save Submitting...

6. Reporting - Ability to create own report code structure

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   201 votes

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   19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

   We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes… more

   Sally Williams supported this idea  ·  28 July, 2023