BAS - Include Sales Invoice number
It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.
We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.
Sue Clasen
shared this idea
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Jennie Doan
commented
Adding another report that includes the Sales Invoice number, or adding a function to select it on the AS report, will help make reconciliation easier
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Wendy Le
commented
It would be very helpful if the Activity Statement Transaction report could include the Sales Invoice number in addition to the Reference field.
During the BAS period, there may be a large number of unfiled or adjusted invoices to review. Because the report currently shows only the reference number, identifying the relevant invoice can be time-consuming. This becomes even more time-consuming when an invoice contains multiple line items, as each line may need to be checked separately to verify the GST and sales amounts. As a result, the same invoice may need to be opened multiple times.