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  1. 13 votes

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    Bryn Parrott commented  · 

    what I am looking for (recommended by my accountant) is a report from zero that:
    1. Uses Invoices as core data source
    2. Columns in the report are calendar months. The top row in each month is the count of invoices. The second row is the sum of "Total" on each invoice.
    3. Rows in the report are Tracked and untracked items from "Products and Services" found on Invoices in a given month, and rows on invoices that have no item code must be included with a generic description.
    For each Tracked Invoice Line item sum the "Amount" on each invoice, and also sum Qty x Cost Price from the Inventory table.
    For Untracked Invoice line item, and those with no Item Code, sum the "Amount" only.

    4. group by the CoA account Category, within a Category, group by Inventory Item Code.

    This will give me a powerful tool to look at sales volume, and material usage over the course of a year, and how goes profitability of tracked material, all in one report.

    I am seeking to determine the important business metric of Sales $$ per Order/Job, and what is the profitability of Tracked Inventory Items.

    Maybe its possible to get what I want from several reports in Xero, but I would like to see all this in one report, and not have to correlate them, and not have to make a separate spreadsheet either.

  2. 3 votes

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    Bryn Parrott shared this idea  · 
  3. 4 votes

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    Bryn Parrott shared this idea  · 
  4. 86 votes

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    Bryn Parrott commented  · 

    I often manufacture products for sale as a whole item that consist of a number of parts, individually manufactured by me, or purchased. But the final product is sold as one whole unit. Thus the ability to sell an assembly, and to make the transactions necessary to consume inventory that goes into making that assembly is vitally important to me as a 3D printer.

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  5. 348 votes

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    Hi community, thank you for all sharing with us here in product ideas. We've been taking your feedback on board seriously and there is work underway atm for the line item grid that'll improve your experience when you enter detail of your invoices.

    Along with other improvements one of the changes this work will provide is the ability to add new rows to your invoice, and be able to shift these around to where you'd like them placed within your invoice.

    I'll shift to working on it and round back to confirm once this is released and available to you all to make use of.

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    Bryn Parrott commented  · 

    yeah I agree I cannot see why this feature was removed.

    Bryn Parrott supported this idea  · 
  6. 655 votes

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    Hi everyone, we value your input to this idea and how adding files directly to a fixed asset in Xero would be of use and improve efficiency for our customers.

    Noted in my last update - our team are now in the midst of building Fixed Assets with updated technology. We plan to begin releasing this in the latter part of this year.

    Our product team have paid close attention to the requests related to Fixed Assets here in community as they develop, and we do have intentions of providing the ability to attach files to assets.

    For now, we'll shift to Under review and I'll keep you updated when we're closer to making this available to you all.

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    Bryn Parrott commented  · 

    Attaching a file such as an image or PDF specification and linkage to the original Bill would be great. But please also pay attention that some types of fixed assets comprise a collection of parts bought separately (Such as main item with added accessories), It is undesirable to have all the parts listed separately, because it just ads noise to the Asset Register,
    so the ability to group a number of items together as one fixed asset entry is just as important.

    Bryn Parrott supported this idea  · 
  7. 2 votes

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    Bryn Parrott shared this idea  · 
  8. 28 votes

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    Bryn Parrott supported this idea  · 
  9. 16 votes

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    Bryn Parrott supported this idea  · 
  10. 26 votes

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    Hey community, thanks for your continued interest and feedback. Just wanted to pop in here to share that in current state you could include the Delivery Date in the Description field for each line on the purchase order, and this will appear on the order your supplier receives.

    However, if anything changes in this space, we’ll update you on this idea!

    Bryn Parrott supported this idea  · 
  11. 63 votes

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    Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.

    I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.

    In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…

    Bryn Parrott supported this idea  · 
  12. 46 votes

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    Bryn Parrott supported this idea  · 
  13. 59 votes

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    Bryn Parrott supported this idea  · 
  14. 15 votes

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  15. 257 votes

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    Thank you for your on-going input and attention to the idea here, everyone.

    We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.

    I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.

    For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.

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    Bryn Parrott commented  · 

    Not only a tracking option, but also needing the ability to produce a delivery slip would be great.

    Bryn Parrott supported this idea  · 
  16. 341 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Bryn Parrott supported this idea  · 
  17. 504 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Bryn Parrott supported this idea  · 
  18. 576 votes

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    Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
    Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
    We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

    Bryn Parrott supported this idea  · 
  19. 2 votes

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    Bryn Parrott shared this idea  · 
  20. 642 votes

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    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Bryn Parrott supported this idea  · 
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