cos -
Purchase GL Code – Reference Field
Sales invoice reference in the Reference column.
This makes each transaction easy to identify, trace, and reconcile
HO LISA
shared this idea
Sorry Lisa, it's a bit hard to interpret your idea here can you share a little more detail about the report you're running and the change you're looking for here to enhance your use of Xero?
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HO LISA
commented
Hi Xero IT Team,
We would like to request your assistance to input the relevant sales invoice numbers/reference into the “Reference” field for the transactions under COS – FOOD PRODUCT.
As shown in the attached screenshot, the transactions currently have the Reference column blank. We would like the corresponding sales invoice reference/invoice number to be entered against each transaction.
Purpose:
This will allow us to easily identify, trace, and reconcile each transaction against the corresponding sales invoice.Period: 1 January 2026 to 31 August 2026
Account: COS – FOOD PRODUCT
Transaction source: LIVE SALESPlease ensure that:
1. Each transaction is matched with the correct sales invoice number.
2. The sales invoice number is entered in the Reference field.
3. Existing transaction amounts and accounting entries are not changed.
4. Please advise if this can be done in bulk/import rather than manually, as there are multiple transactions.For reference, Xero's documentation confirms that transactions can be searched using the reference, making this useful for tracing and reconciliation.
Please refer to attachment.
