Settings and activity
6 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
·
-
25 votes
Hi everyone, thanks for your engagement here. We understand the time involved in recreating budgets each year.
Our new Analytics Budgets makes it easier to create budgets from actuals, it supports multiple budgets, and there is the option to extend the budget period up to 5 years.
Being able to directly copy or transfer from one budget to another isn’t currently available. Import and export work is part of the future direction, and we’ll be sure to update here if there's any news around this, for you all.
An error occurred while saving the comment Lyndon Bodnarchuk
supported this idea
·
-
66 votes
Hey team, thanks for all your feedback it clearly explains why monthly entry can be a poor fit for organisations that plan annually.
Our new Budgets experience is in early access, and supports defined start and end dates and longer planning horizons. While annual target entry and automatic spreading across months aren't within the initial release, we have plans for adding more complex formulas for adjustments and populating your budget values. I'll come back to share more as this work progresses.
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
·
-
143 votesLyndon Bodnarchuk
supported this idea
·
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.