Settings and activity

1 result found

1. Reports - Add quantity column to reports

   249 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   23 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.

   There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.

   
   

   To highlight, quantity can be added within the following reports within Xero right now;

   • Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
   • Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
   • Sales by Item report - will show you quantities sold for inventory items
   • Payable Invoice Details report - will give you quantities purchased for all line items
   • Receivable Invoice Details report - will give you quantities sold for all line items

   While we appreciate the interest we want to be upfront that we don’t have any plans in the near term to provide the ability to add quantity as a column to other reports in Xero.

   Please know we value the feedback and time you've each taken to share with us here. We'll continue to monitor this suggestion for consideration in future improvements.

   Hi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.

   There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.

   
   

   To highlight, quantity can be added within the following reports within Xero right now;

   • Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
   • Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
   • Sales by Item report - will show you quantities sold for inventory items
   • Payable Invoice Details report - will give you quantities purchased for all line items
   • Receivable Invoice Details report -… more
   An error occurred while saving the comment
   Fergus Bell commented  ·  21 November, 2024  ·  Edit…  ·  delete…

   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.

   Save Submitting...
   Fergus Bell supported this idea  ·  21 November, 2024