Stocktake - XERO Reporting Categories

Posted 8 months ago by Bea Dy-Liacco

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Bea Dy-Liacco

Hi Team,


Can we look at being able to add in/import reporting categories as well when we upload stocktakes? The issue is that when WorkGuru syncs with Xero to update stock value in the financial reports it doesn’t correct stock values for each Reporting Category – it makes a bulk change and classes it as “Unassigned” which then requires a manual update in Xero to correctly allocate to the correct Reporting Category.

Same as with the Stock Adjustments when pushed across already updates in Xero to their correct Reporting Category. 

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