Settings and activity
10 results found
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4 votes
An error occurred while saving the comment 
C. Basira Kroll
supported this idea
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41 votesC. Basira Kroll
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8 votes
An error occurred while saving the comment C. Basira Kroll
commented
We need a report that is cash basis and can have number of items sold during a time period. This report also needs revenue totals and allow a tracking category. Essentially this is to produce a report to determine Royalties that are due on some products that are sold. We are using tracking category for royalty sales.
C. Basira Kroll
shared this idea
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30 votesC. Basira Kroll
supported this idea
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83 votesC. Basira Kroll
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235 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
An error occurred while saving the comment C. Basira Kroll
commented
As well, we need a report that is cash basis and can have number of items sold, revenue totals and a tracking category
C. Basira Kroll
supported this idea
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86 votes
Hi everyone, we appreciate your detailed feedback on how default tracking options for inventory items would improve your use of Xero. Atm, it’s possible to set default tracking on a Contact, however do understand why this isn’t suitable for all of you.
At this stage there’s no set plans to develop tracking in Xero inventory.
This is something we may consider in the longer term and we’ll continue to monitor votes and your feedback. We’ll update here if there’s any progress.
C. Basira Kroll
supported this idea
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20 votes
An error occurred while saving the comment C. Basira Kroll
commented
Please allow the manual journal entries to come in as tax inclusive, right now every single entry imported has to be changed to be tax inclusive.
C. Basira Kroll
supported this idea
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41 votesC. Basira Kroll
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93 votes
An error occurred while saving the comment C. Basira Kroll
commented
I would like to keep the description that comes with the bank feed in the description part of the entry!
C. Basira Kroll
supported this idea
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This would hugely improve the month end close process as currently every bank account must be looked at individually taking several clicks to get there! This would save minimum 15 minutes every month on most clients.