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Account Transaction report - Add Quantities & Unit Price to Column Drop Down

It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.

This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.

The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.

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Jamie Mayhew shared this idea  ·   ·  Report…  ·  Admin →
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  • Joe Tiddy commented  ·   ·  Report

    As Jamie said, referencing physical quantities is very important for advisors. We aren't asking for a full-blown inventory system, just that the account transaction displays a field that is mandatory for us to enter when creating bills/reconciling bank accounts.

  • Cherrelle Ford commented  ·   ·  Report

    Fundamental need for farming users, quantities for livestock, arable sales per harvest to check stock and be able to efficiently forecast. Workaround suggested of using non tracked inventories is such a hassle seeing as the quantities are already entered in the invoice or bill.

  • Michelle Weal commented  ·   ·  Report

    We have a number of farmers who really need this functionality, particularly when we are trying to convince them to switch over from farm-specific programs that auto-calc fuel tax credits, or from MYOB which already has this functionality for fuel & for livestock! We have had to improvise by having clients enter the litres to the reference box instead - not ideal but will do for now.

  • Paul Howlett commented  ·   ·  Report

    I'm surprised this still isn't a thing in Xero, considering MYOB has managed to implement it in their Essentials cloud product.

  • Sarah Mackie commented  ·   ·  Report

    Absolutely need this feature! For fuel litres as mentioned by Andrew, and livestock, plus a range of other client specific needs. Xero, please add this feature.

  • Gemma Woodham commented  ·   ·  Report

    Important when entering Livestock Quantities into XPA

  • Gemma Woodham commented  ·   ·  Report

    When running the Account Transaction report, have the option to see the Quantity Column.

  • Court McCauley commented  ·   ·  Report

    Have been asking for the quantities to show on general ledger or similar for at least 8 years now. Hopefully this will be included in the planned new general ledger.

  • Nicole Klante commented  ·   ·  Report

    Would like to see wherever we are able to input data, we should be able to use that information in reporting. Should have an option to include Qty and Unit Price in reports. this would be helpful when reviewing contracts filled, and remaining qty, reporting to external bodies on Qty in particular when having to pay levies.

  • Paul-John Mudie commented  ·   ·  Report

    This! Why is it not possible to report on the quantity field in Account Transactions. Fuel rebate calculations are a dogs breakfast.

  • Adrian Webster commented  ·   ·  Report

    Reporting
    Add quantity column to Transaction report
    So can do a simple fuel rebate calculation

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