Project report - Include account name and account code
Please enable assigning manual journals to projects and for project reports to also include the account name / account code.
The benefits from using tracking categories far outweigh that of Xero project if features like manual journal and account transactions report is not able to reflect or is not consistent with the use of Xero projects.
Please also consider producing a warning if project name is being duplicated. Another thing that should be critically considered is to include projects under the Find & Recode feature.
Sarah Aqilah
shared this idea
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Steve Thompson
commented
This is critical for our business. In order to properly assess agency profit each month we need a breakdown by project of transactions and relative to the Chart of Accounts.
Please make this happen.
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Lisa Broster
commented
Please add extra filters/headings to Projects reports to show what account codes have been used for each transaction on a particular project, eg. costs for labour, materials, overheads etc. Sage had a report called "Cost Transactions By Cost Code and Project" which does such a breakdown so that each individual transaction is easily identifiable without drilling down into each transaction.