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  1. Account transactions report - Include item code as a column

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    16 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate you continuing to share how important Item Code is for your reporting workflows.

    From some of the feedback here, the Inventory Item Details report could be of use. It'll show inventory activity and can include purchase and sales details from bills, invoices, Spend Money, Receive Money and inventory adjustments.

    You can also customise the report to show fields such as contact, date, description, source, quantity, unit cost, unit sale price and value movement, then export the results for further analysis.

    We know this isn't within the Account Transactions report, and doesn't provide the account and tracking view with Item Code as requested directly here.

    We’ll continue to consider your feedback and these different reporting needs.

    We're keeping a close eye on the support for this idea, and I'll share if there are any updates.

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    Sandra Macrae commented  · 

    We report and filter by tracking categories ("Projects") but once the project/ product is complete and sales are ongoing the project number is archived. I need to search transactions by the 4 digit item number which is the permanent reference in the inventory

    Sandra Macrae supported this idea  ·