Projects: Reporting - Show transaction detail amounts based on the transactions date
Ability to filter and view results in the Project Reports by date on the transaction, rather than the date it was entered in Xero
Purpose: Understand total costs assigned to a project/all projects at a certain point in time.
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, thanks for voting on this idea! The new reports mean that you can now report by the transaction's date 🎉
Here's more information on how reporting dates work in the Project Details report
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Carla Lee
commented
The Account Code is also critical for this reporting, to be able to select and filter or even just to export to Excel to customise.
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jon Allen
commented
There is something coming - hopefully with the document dates used see
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Adrienne Kelly
commented
This is critical for our business as well, as we report monthly on the margins of our projects and missing an invoice completely skews the margin reporting and means we have to do manual adjustments. This is giving us extra work each month. And it is not what we were expecting when we moved to Xero from Quickbooks. We expected that Xero would cut down on our work not add to it.
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Evelyn Schweighofer
commented
This is critical to our business to work our the profitability of projects from transaction date range (e.g. monthly, quarterly, period to date and or yearly)
We have migrated our data from MYOB and although the transactions were pre July 2021 the data are now showing in FY22 whici are all incorrect.