Settings and activity
9 results found
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40 votes
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35 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 🙂
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Emma Robinson
commented
Critical as many of our clients rely on tracking codes. The payable invoice report is useless for one of our clients as they buy in stock, then once it is deployed to a site, this is done through decreasing the quantity of the item. It is then allocated to a fixed asset code with a tracking category - which you are then unable to filter by?
Emma Robinson
supported this idea
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47 votes
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Emma Robinson
commented
We have clients who rely heavily on tracking codes. I'd like to be able to edit the narrative so if it has been missed off in the description I don't have to be a detective to try and find which tracking code it has been allocated to. or at least an inventory report where you can list the tracking codes
Emma Robinson
supported this idea
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665 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Emma Robinson
supported this idea
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40 votes
Emma Robinson
supported this idea
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233 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
Emma Robinson
supported this idea
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58 votes
Emma Robinson
supported this idea
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547 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Emma Robinson
supported this idea
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139 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Emma Robinson
supported this idea
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Just adding my view to this - have a US employee who has over 200 expenses and wants them in USD - what should be in a report is going to take me best part of a day to go inot each one manually and write them down!