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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.

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Sarah Aqilah shared this idea  ·   ·  Report…  ·  Admin →
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  • Genevieve Job commented  ·   ·  Report

    Details of the different cost types is vital to preparing cost reimbursable account presentations for our client.

    Is this something that Xero will look at urgently to develop.

    Thank you

  • XinXiang Zhang commented  ·   ·  Report

    For the project reporting, can add account codes to the report?

  • Chris Lang commented  ·   ·  Report

    Hi, I've raised this before but it seems like such an easy fix I wonder if there is any possibility of it being actioned.

    The latest Project Financials report is great and I use it often but I constantly need to export the report and reorder the spend lines in order to give our departments the info they need.

    Can the Project Financials report please be ordered by operating expense?

    We categorise the transaction against an account when it comes in so it should surely be fairly easy for that report to include this info no?

    Any help or advice you can offer on this would be hugely appreciated and would save me an enormous amount of time.

    Best
    Chris Lang

  • Keryn Williams commented  ·   ·  Report

    Exactly the suggestions I would make already made for me, thanks Sarah.

  • Steve Thompson commented  ·   ·  Report

    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.

  • Lisa Broster commented  ·   ·  Report

    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.

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