Settings and activity
27 results found
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8 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Jennifer Tryggvason
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19 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
Jennifer Tryggvason
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15 votes
Hi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂
An error occurred while saving the comment Jennifer Tryggvason
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51 votes
An error occurred while saving the comment Jennifer Tryggvason
commented
Default tracking for items AND reports that pull items by tracking category, PLEASE
Jennifer Tryggvason
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6 votes
An error occurred while saving the comment Jennifer Tryggvason
commented
This seems so fundamental I can't believe it's not already there!
Jennifer Tryggvason
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4 votes
An error occurred while saving the comment Jennifer Tryggvason
commented
Yes, I find not being able to generate formulas for individual accounts very limiting. Would love to see this developed.
Jennifer Tryggvason
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127 votes
An error occurred while saving the comment Jennifer Tryggvason
commented
YES! There are many circumstances this would be a real time saver. I'm surprised there isn't a way to do it.
Jennifer Tryggvason
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104 votes
An error occurred while saving the comment Jennifer Tryggvason
commented
Yes! A simple thing but can be a real time saver.
Jennifer Tryggvason
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8 votesJennifer Tryggvason
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4 votesJennifer Tryggvason
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39 votesJennifer Tryggvason
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19 votes
Hi all, appreciate how this suggestion would make life easier 😊 This is a feature that our team are looking to improve, and they have plans to enable a quick link to go to the COA (similar to quotes today). They do hope to enable the ability to add a new account directly within the Invoices screen however there are a few other pieces of work lined up before they can tackle that.
We'll shift to Under review and I'll keep you updated of any progress!
Jennifer Tryggvason
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51 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Jennifer Tryggvason
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18 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Jennifer Tryggvason
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22 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
Jennifer Tryggvason
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47 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Jennifer Tryggvason
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150 votesJennifer Tryggvason
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12 votes
Thanks Daniel, and really appreciate your feedback in relation to the recent release and update of the idea you've linked - Feedback you share on our Status updates also get back to the teams involved so they've received your comments there too!
Not meaning to cut the curb the conversation, but we do sometimes need to make tough decisions of when to change the status of an idea.
It's great to get a fresh sense and understanding of interest in further improvements to this feature that our Projects product team can consider development for.
I've slightly amended the title of your idea to reflect the abilities to search and filter within this view and it's really good to have this detail from you of the specific fields and ways in which you'd make use of this change.
We'll begin feeling out the community interest on the idea here, and can…
Jennifer Tryggvason
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34 votesJennifer Tryggvason
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55 votesJennifer Tryggvason
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The payable invoice detail reports as suggested above don't include anything entered as a spend money, so would take considerable more data entry time to get entered in a way that can be reported.