Settings and activity
13 results found
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30 votes
Hi everyone, we appreciate you continuing to share how important Item Code is for your reporting workflows.
From some of the feedback here, the Inventory Item Details report could be of use. It'll show inventory activity and can include purchase and sales details from bills, invoices, Spend Money, Receive Money and inventory adjustments.
You can also customise the report to show fields such as contact, date, description, source, quantity, unit cost, unit sale price and value movement, then export the results for further analysis.
We know this isn't within the Account Transactions report, and doesn't provide the account and tracking view with Item Code as requested directly here.
We’ll continue to consider your feedback and these different reporting needs.
We're keeping a close eye on the support for this idea, and I'll share if there are any updates.
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58 votes
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Amelia Kennedy
commented
Please 🙏
Amelia Kennedy
supported this idea
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225 votes
Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.
I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:
- A 60-minute video interview where we share early concepts and ask for your feedback
If you'd be interested in participating and giving your time, please complete this short survey -
- Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!
Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁
Amelia Kennedy
supported this idea
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An error occurred while saving the comment Amelia Kennedy
commented
I am going to raise a case for this, perhaps everyone who wants this to happen can do the same to help push this to the top of the list! Ridiculous that we cannot run a report that includes all sales and purchase whether via invoices, bills, spend/receive money with item number, quantity and unit price.
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15 votes
An error occurred while saving the comment Amelia Kennedy
commented
Please add option to include the quantity and item code to the Account Transactions report!
Amelia Kennedy
supported this idea
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17 votesAmelia Kennedy
supported this idea
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32 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!
Amelia Kennedy
supported this idea
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7 votesAmelia Kennedy
supported this idea
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26 votesAmelia Kennedy
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10 votesAmelia Kennedy
supported this idea
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10 votesAmelia Kennedy
supported this idea
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22 votesAmelia Kennedy
supported this idea
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10 votesAmelia Kennedy
supported this idea
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504 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Amelia Kennedy
supported this idea
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PLEASE can you add the Item Code to the Account Transactions report. Unable to track Bills and Spend Money items in one place without doing some sort of cross matching. PLEASE!