Stock Asset Import issues

Question asked by Duncan Ross 4 years ago

Hi, Firstly thanks for your help on reconciling our Bank Accounts, a lot of work but done now. It seems that as we work on the year end we are finding more issues. Currently we carried out a stock check for year and but could not find the items in a stock reports. We followed the import, downloaded the CSV template and loaded the information into it (the download CSV template seemed to have very few of the headings?) We have 107 line items for Stock Assets with a value of approx £25K. Q1: Where can I find this stock report Q2: How do I deleted the old stock items (these are incorrect) from our system so we can have a clean year end.

Many thanks for your assistance

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Hi Duncan,

Re: question 1, you can download the list of stock items by heading to Tools > Stock > Download as CSV or PDF.

For question 2, you can delete stock items under Tools > Stock > Click the bin icon beside the stock item you wish to delete.

Tommy

Best answer
4 years ago

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