Settings and activity
7 results found
-
261 votes
Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.
There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.
To highlight, quantity can be added within the following reports within Xero right now;
- Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
- Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
- Sales by Item report - will show you quantities sold for inventory items
- Payable Invoice Details report - will give you quantities purchased for all line items
- Receivable Invoice Details report -…
Lyndon Bodnarchuk
supported this idea
·
-
61 votes
Hi everyone, we hear your feedback about how viewing quantity within the General Ledger report could help when reviewing transactions. While not specifically within the General Ledger there are a few different reports that can currently be run and may help with this review;
- Inventory Item Details – view quantity on hand of tracked inventory items
- Inventory Item Summary – see quantities purchased and sold for all items, including opening, closing, and adjusted quantities for tracked items
- Sales by Item report – shows quantities sold for inventory items
- Payable Invoice Details report – shows quantities purchased for all line items
- Receivable Invoice Details report – shows quantities sold for all line items
We’ve reviewed this idea but want to be upfront that there aren’t plans in the near term to add quantity as a column to the General Ledger Detailed report.
We’ll keep an eye on the interest this idea…
Lyndon Bodnarchuk
supported this idea
·
-
60 votes
Hi team, we appreciate the interest in this idea and how having a record of changes to a users permissions would be helpful as an audit in your Xero organisation.
While this history event isn't in our immediate plans, we are closely considering how and what changes we record history for as we continue to develop parts of Xero.
For the time being we are continuing to keep a watchful eye on the support in this here, and I will make sure to share if there is any news of this for you all here.
Lyndon Bodnarchuk
supported this idea
·
-
24 votes
Appreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods.
You'll just need to make sure to format the dates in your import file - more on this here.
If you'd like a practice run, try it in the demo company before importing into your own org 🙂
An error occurred while saving the comment Lyndon Bodnarchuk
supported this idea
·
-
25 votes
An error occurred while saving the comment Lyndon Bodnarchuk
commented
This can be done by exporting the budget to excel, opening the new budget (to be copied to) and importing the excel, but it would be easier if there was a simple "copy to" button.
Lyndon Bodnarchuk
supported this idea
·
-
66 votes
An error occurred while saving the comment Lyndon Bodnarchuk
commented
The ability to enter annualized budgets in one column in the budget manager tool and have it automatically allocate that amount evenly across all months would also be useful.
Lyndon Bodnarchuk
supported this idea
·
-
141 votesLyndon Bodnarchuk
supported this idea
·
It would be convenient if the dropdown for future months extended further than one future fiscal year. This can be circumvented by entering the second next fiscal year budget using the next fiscal year's months, and copying it to the correct months at year-end, when the next year's month become available, but this creates unnecessary additional work at year-end.