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Reports - Add quantity column to reports

It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.

You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.

Lastly, it is not possible to add a column to a single section of a report without adding it to the entire report. Even if there was a Qty column to add, this would add it to every note which we don't want.

Example of where we need the above functionality is the standard investments note in the notes to the financial statements section of annual accounts. This needs to show the Qty of shares held or if the client has term deposits the interest rates.

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Caitlin Ottley shared this idea  ·   ·  Report…  ·  Admin →
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  • Will Batchelor commented  ·   ·  Report

    Had a demo on KeyPrime's new cloud software KeyInfinity and it has this function. Easy to implement, why hasnt Xero done this?

  • Fergus Bell commented  ·   ·  Report

    I have a lot of rural clients and from my perspective being able to pull quantities into a transaction report is critical if we are going be efficient at what we and our clients do. We use quantities for calculating the litres of fuel purchased for fuel tax credit claims, as well as livestock numbers purchased and sold in preparing livestock accounts. Right now numbers have to be added manually which is a real issue in larger enterprises.

  • Jane Beaumont-Orr commented  ·   ·  Report

    It would be very helpful to have the ability to add numbers for livestock transactions.

  • Rebekah Dorman-Sickler commented  ·   ·  Report

    This would be super helpful for our Carbon emission data collection - to track the hours our associates had worked in the last year (all with different rates).

  • Suzy Cooper commented  ·   ·  Report

    This would help greatly with reducing the extra work we need to do to keep track of quantities.

  • Matt Tyler commented  ·   ·  Report

    This would massively increase functionality and lower workload for bookkeepers & accountants

  • Whitelaw Weber commented  ·   ·  Report

    Especially if we can put quantities of Livestock purchased or sold.

  • Jan Wilson commented  ·   ·  Report

    This would be useful for both us as accountants and clients

  • Penny Gough commented  ·   ·  Report

    yes it would be desirable for a quantities column

  • Sally Williams commented  ·   ·  Report

    This should be included as an column option just like the rest of the options available. This would make a big difference for us.

  • Ayla-Anne Gwilliam commented  ·   ·  Report

    To add quantities to any reports but especially Year End and custom reports would mean a more professional presentation.

  • Catriona O'Keeffe commented  ·   ·  Report

    Quantity Column in Transaction Reports:
    So disappointed not to see an option to include a quantity column in transaction reports.

    I thought the transaction reports would give me all the quanities of fertiliser purchased, the number of sheep sold etc over a year.

    This is data needed for completing carbon audits each year.

    I have been adding the quantities religiously when inputting data, so I do hope you can find a way of enabling a "Quantity" column option in Transaction Reports.

  • Susan Squire commented  ·   ·  Report

    Reports which have quantity, average price, and total:

    Payable invoice details (has every transaction and hard to sort into individual items).

    Accounts Transition can be sorted to individual accounts, if they had quantity and individual prices it would be easy to see at a glance, total number descriptions items sold ie tons sand, litres of fuel, easy to breakdown into individual accounts add two columns quantity and individual price to the 9 column from Invoices/bills which can already be added to reports.

    Individual item sales/purchases. Total sold not really relevant if you cannot breakdown into fine detail.

    This would be helpful for filling in carbon footprint forms ie cu/ton concrete used, litres fuel, fertilzer purchased, feed used, and stock sold etc.

  • Carrie Sherlock commented  ·   ·  Report

    Being able to report on the total price and quantity would allow us to figure out the average price per unit which is required when creating budgets. The information is in the database so why isn't it easily accessible? Please add quantity to the available fields list for reports.