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  1. A report that includes price, quantity and account fields for both customer invoice and receive money transactions

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    We understand that a single report for all invoices and receive money transactions, including key details like Quantity and Unit Price, would be a big help 🤔. We know it can be time-consuming to switch between different reports to get a full view of a contact’s activity. While this specific report isn't on our immediate development roadmap, we're always looking to improve Xero's reporting. For now, you can use the Contact Transactions Summary report for a quick overview or combine exported data from multiple reports into a spreadsheet. We'll keep monitoring this idea and use your votes and comments to help prioritise our future work.

    Scott Carney shared this idea  ·