Settings and activity

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1. Account Transaction report - Add Quantities & Unit Price to Column Drop Down

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   submitted  ·  73 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Hailey Crossan commented  ·  27 September, 2024  ·  Edit…  ·  delete…

   This addition will be super helpful for myself and my company, we manually add it in a report pulled from Xero.

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   Hailey Crossan supported this idea  ·  24 July, 2024

2. Sales Invoices - Edit the Unit Price and Quantity of a paid/part-paid invoice

   40 votes

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   submitted  ·  14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Hailey Crossan supported this idea  ·  24 July, 2024

3. General Ledger (detailed) - Quantity column

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we hear your feedback about how viewing quantity within the General Ledger report could help when reviewing transactions. While not specifically within the General Ledger there are a few different reports that can currently be run and may help with this review;

   • Inventory Item Details – view quantity on hand of tracked inventory items
   • Inventory Item Summary – see quantities purchased and sold for all items, including opening, closing, and adjusted quantities for tracked items
   • Sales by Item report – shows quantities sold for inventory items
   • Payable Invoice Details report – shows quantities purchased for all line items
   • Receivable Invoice Details report – shows quantities sold for all line items

   We’ve reviewed this idea but want to be upfront that there aren’t plans in the near term to add quantity as a column to the General Ledger Detailed report.

   We’ll keep an eye on the interest this idea continues to build here. If anything changes, we’ll post an update on this thread.

   Hi everyone, we hear your feedback about how viewing quantity within the General Ledger report could help when reviewing transactions. While not specifically within the General Ledger there are a few different reports that can currently be run and may help with this review;

   • Inventory Item Details – view quantity on hand of tracked inventory items
   • Inventory Item Summary – see quantities purchased and sold for all items, including opening, closing, and adjusted quantities for tracked items
   • Sales by Item report – shows quantities sold for inventory items
   • Payable Invoice Details report – shows quantities purchased for all line items
   • Receivable Invoice Details report – shows quantities sold for all line items

   We’ve reviewed this idea but want to be upfront that there aren’t plans in the near term to add quantity as a column to the General Ledger Detailed report.

   We’ll keep an eye on the interest this idea… more

   Hailey Crossan supported this idea  ·  24 July, 2024