Troubleshoot entering a tracked inventory transaction dated before your tracking start date

Learn what you can do if you have an unentered invoice, bill or credit note dated before your start date for tracked inventory items. This might happen if a supplier has been late in sending you a bill, or you missed sending an invoice or credit note to a customer. When you enter this transaction, it may cause your item's quantity and value on hand to be incorrect.

The action you can take depends on whether you have already entered your tracked item's opening balances.

If you haven't entered your tracked item's opening balances

  1. Enter the transaction into Xero. If you have other transactions dated before your tracking start date for inventory items you want to track, enter these too.

  2. Enter your opening balances for tracked inventory

  3. Continue entering transactions as normal. Xero will update your tracked inventory item balances for the invoices, bills and credit notes you enter.

If you have previously entered your tracked item's opening balances

  1. Enter into Xero the invoice, bill or credit note which is dated before your tracking start date. Xero will update the tracked item's quantity and value on hand.

  2. Enter an inventory adjustment to change the item's quantity and value on hand to the correct amounts.