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The new version of Profit and Loss requires to manually add the tracking categories by column if needed. Having the feature of grouping the P&L by project automatically like in the old version was super helpful and adding it to the new P&L report would be a great addition.

With the move to new reports we are losing the ability to compare in columnar format certain tracked fields. The filter option available just does not offer the same functionality when reviewing and analyzing things, so finding an alternative with similar presentation would be very important.

I'd like to add another important point: there should be no limit on Tracking Categories. Currently Xero supports only up to 400 categories. If we go above 400, we will not get a true total P&L report. A number of tracking categories should not be limited, as it is essential for charities, for example.

Dear Product Developers Team,
This note is to discuss a feature which used to be in the old version of P&L and disappeared in the new P&L version. The old version of P&L report will no longer be available from 31 July 2023, and this will bring some of our clients to despair, as they've been using this feature in the old P&L for essential reports.
For the clients which have 2 Tracking Categories (for example, TC1 / “Fund Type ” / and TC2 / “Project/Grant”) it is essential to generate a P&L report with several columns, each column showing the PL of one project code next to the other one like it was in the old P&L report (attached)..
Each project has a unique code, and there are more than 100 projects. In the old version of P&L report it was possible with one click by choosing 'Compare project' format. Unfortunately the new P&L option doesn't support this format for companies with more than 100 projects. The new version of P&L should not impair and elongate users’ work, it should’ve improved it. Could you please implement the same feature into the new P&L version? Thank you.

It would be great if there could be a quick and easy way to compare tracking categories for new reports including reports brought over from the old layouts. In the old reports, we simply clicked on “More options” / Filter by [tracking category name] / “All …” and we instantly had the report with columns for each tracking category (with activity for the relevant period) side by side and unassigned if applicable. There doesn’t seem to be an easy way to do this with the new reports and creating / editing the layout to manually add columns for each tracking category option is tedious and prone to error and will require ongoing maintenance which is far from the quick and easy functionality of the old reports.

Agree! This will make it so easy for our customers and us!!!
it is so frustrating to have to explain this to customers all the time!!

Agree! This will make it so easy for our customers!!

For custom report, Xero should have the feature to have the option of report by tracking category where it will auto populate the P&L by tracking category in columns. Currently, we will need to manually add the column and select the tracking category for each, let's say we have 20 category, then we will need to edit the layout and add the column for each category 20 times. In the event of new category, we will need to repeat the same steps. Hope Xero can improve it. Thanks

Yes! I want to be able to run a P&L and click 'compare 2nd tracking category' like I could in the old P&L format, without having to create a report and manually add a column for each value of the 2nd tracking category.

I want the ability to add one column that looks at two tracking codes.

One Column =(( Type = Catering) +( Area = Cafe))

In edit Profit & Loss reporting (see attached) there is only one option, Type or Area.
Therefore even though there are two tracking codes, one can only report on one.