transaction list by separate GL
We are currently facing an issue with downloading transaction reports from Xero. Specifically, the reports do not display each transaction in separate lines based on individual General Ledger (GL) entries. For example, when an invoice is posted across multiple GL accounts, the report consolidates it into a single line, rather than showing each GL entry separately. This makes it difficult to analyze and segregate transactions by GL account. Similarly, journal entries are also presented in a single line, even when they involve multiple GL accounts. Ideally, each GL entry should appear on its own line to provide a more detailed and transparent view of the financial data.
Rahul Purohit
shared this idea
Hi Rahul 😊thanks for raising this idea, Im happy to say there is the Receivable Invoice detail report that will show each line of the invoice individually! You can also group by invoice number to make it easier to see the detail. You can look at the options here and see how you can filter and customse this report further.
