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25 results found
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50 votes
Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.
We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.
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23 votes
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Bryn Parrott
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14 votes
Is there a specific report or reports you'd like to do this with, Suveera.
Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers.
An error occurred while saving the comment Bryn Parrott
commented
There are a bunch of graphs that are already available in Xero for specific metrics. But they are not editable, and the custom reporting feature does not include graphs either. I'm presently making a report that I want to view myself using a graph, so I support this development. But it will need to have a few other things added to make it truly useful
In my own case I want to produce a monthly summary of Invoices Paid.
This will allow time-correlation of external factors, such as regional and world economic events, advertising campaigns and the like.I need the number of Invoices and the Invoice Date broken into Months/Years. So, a COUNT of invoices, and a breakdown of a selected DATE into DAY, MONTH, Year < mathematical oerations of existing data. Others may think of other fields that need this kind of treatment.
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54 votes
An error occurred while saving the comment Bryn Parrott
commented
I agree that the two requests are similar and should be combined.
An error occurred while saving the comment Bryn Parrott
commented
When I order Goods for inventory the cost of shipping is charged by the seller to me and itemised on the bill. From my perspective, this forms part of the cost of the products purchased on the same bill.
The COST price ought include specifically the shipping on inwards inventory (averaged over all the items on a bill) to calculate the cost price when the items are entered on inventory items.How I do it today : I make a complex calculation of all overheads including shipping which is manually added to the cost price plus profit margin to make the selling price. Its pretty laborious, and subject to errors in calculations.
But technically, the inwards shipping is part of the actual cost of the product, and separate to general overheads.
I would like the option to prorate a shipping charge on a bill by value across all the non-shipping items on a bill to determine the cost price entered into inventory by way of a form control added to the billing form.
This would act to transact shipping costs directly attributable to inventory assigned directly to inventory costs, as they are not really overhead expenses. It will make the reported cost of inventory more accurate.Then, other overheads (Advertising, Power, Internet etc) and profit margin are later added to the cost price to form the selling price.
Further, it ought to be possible for Xero to automatically have a set of rules to calculate overheads and margins that are automatically used to adjust selling price, perhaps a periodical batch process. Is this even possible ?
Bryn Parrott
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27 votes
An error occurred while saving the comment 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 $$ per Order/Job, and what is the profitability of Tracked Inventory Items.
Maybe its possible to get what I want from several reports in Xero, but I would like to see all this in one report, and not have to correlate them, and not have to make a separate spreadsheet either.
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158 votes
Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.Bryn Parrott
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An error occurred while saving the comment Bryn Parrott
commented
It is extremely common when re-selling goods, that a purchase of inventory is made in one unit of quantity, but when sold a smaller unit of quantity is used.
For example, you might purchase 1 whole box of something containing say 10 units, but sell the units in the contained units. For example, I buy plastic filament by the roll, containing a qty of N Kg, but when its placed on a customer invoice or quote, the qty is in grams. I buy by the Kg, and Sell by the gram. But others might buy ONE box of screws containing 100 of them, The purchase price is $$ PER BOX. I currently enter in the sale quantity, and divide the purchase price by the number of units, but, due to mathematical precision of only 3 decimal places, the price calculates incorrectly, and I have to adjust it later.
So, the suggestion is to make Billing or "Buy Now" transactions with two quantity columns, one being the quantity purchased (linked directly / to the exactly purchase price), and the second column being the qty available for sale, and this is what is tracked in Inventory. The unit of sale and its devolved price is used for Quote, Project and Invoice transactions.An error occurred while saving the comment Bryn Parrott
commented
Absolutely I need this. My raw material consists of plastic filament for 3D printing. It comes in a roll of a given weight and length, it is consumed by each sale by weight (some fraction of a roll). There are "N" rolls of the same type. I buy them by the roll but sell by weight. So, qty is the number of rolls, weight is the amount each roll contains. When one roll is consumed, I move onto the next roll.
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109 votes
An error occurred while saving the comment 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.
Bryn Parrott
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3 votesBryn Parrott
shared this idea
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31 votesBryn Parrott
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18 votesBryn Parrott
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28 votes
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
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69 votes
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
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69 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Bryn Parrott
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74 votesBryn Parrott
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16 votes
Hi Gloria, could you give detail on what is missing in the packing slip that doesn't quite suit your clients needs here?
Bryn Parrott
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
485 votesThanks 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
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720 votes
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
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2 votesBryn Parrott
shared this idea
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686 votes
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
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572 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Bryn Parrott
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I completely agree. Today when discount column is used Xero just adjusts the line item total but the discount value is not separately recorded in chart of accounts. Thus not allowing me to assess the impact of discounts on profit.
I imagine how this could work:
a) user records a discount percentage against a line item.
2. xero adds a new line item described as “Discount” with account set to the predefined “Discount” chart of accounts item.
3. as further discounts are added to other line items that single discount line item is automatically adjusted. So as not to make a whole series of micro transactions, just one discount item per invoice.