Account Transactions report - Include project column
Would it be possible to add Project Codes as a selectable column in the Account Transactions report? We would find this most useful as it would save time.

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Nifla Faiz commented
There are comments from 2022 regarding exact request! Why can't someone pick this very simple fix?
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Shirley Rhodes commented
Thank you Nifla for bringing this to the top of my inbox again.
XERO please urgently reply.
I am about to do my year end accounts for my 4th year and I can't believe this function is still not there.
What is the point of this 'idea submission' area if you don't do anything about it, or even acknowledge our ideas.
Please stop 'improving the layout' and actually improve the functionality of the system.
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Nifla Faiz commented
In my opinion this is a very basic, and a critical feature for those using projects module. We have had to upgrade our package to get the projects module activated, and not having a feature to either include project in the account transactions or to add GL Account code or account name in the projects detail report is really frustrating. This request has been raised in 2023, and now we are almost at the end of 2025, and still this not being picked up is really concerning and frustrating.
If you idea of prioritization of features is based on support for a product ideas, you also have to understand only few users upgrade to use this feature, and therefore you have less comments about this despite being critical. and your team not picking this up urgently is really not something we expect from Xero.
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Melanie Baker commented
This would be very helpful, it will be a quick and easy way to ensure invoice and expense are allocated to the correct project.
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Brijesh Bharatiya commented
This feature would be critical to compare the costs across the projects in one sheet.
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Sarah Bradbury commented
Very keen to see this feature - the financials linking to projects! When I look at COS transaction report I cannot ensure all transactions have been added to a project or the right projects. I would expect this to be a feature.
Please confirm if this is in development or roadmapped?!! -
Shirley Rhodes commented
I am writing AGAIN, XERO please add this as a priority to your list of updates. It is ridiculous that we cannot run an Account Transactions report and show the project code it has been assigned to. My year end is approaching and it will takes me days/weeks to ensure everything is correctly assigned. I pay enough money for this simple functionality to be implemented ASAP. Please at least acknowledge our requests and let us know any timelines.
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Leela Weinstein commented
Xero, some response please?
Can you let us know your plan for adding this common sense functionality to the reports? That is, the project code being available to select as a column when running GL detail reports? Existing project reports are not of much help with no way of cross checking any data. I thought that would be obvious.
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Christopher Paulson commented
Required report. This report is available in QBO Advanced and MYOB Business.
Would add also that the Project field should be added to the Find and Recode tool, the same way that Tracking Categories are.
This would allow for quick identification and rectification of unassigned transactions to the correct project.
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Damien Pratt commented
This is a must-have for our business; it would save so much time and problems. I am unsure why Xero would have a whole Project Module that is not fully integrated into the rest of the platform?
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Lauren Nikolovski commented
This is crucial as currently I cannot run a report to summarise the expense breakdown for the project.
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Amanda Wright commented
This would solve many problems and be a huge help to us and our clients to have a Project column in the account transactions report !!
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Shirley Rhodes commented
This is still critical and I can't believe it has still not been actioned. For those of us paying for the Projects add-on, this is essential, critical and a MUST for any service business. Please Xero, pull your finger out and add this field as a drop down for Account Transactions report. PLEASE! My year end accounts takes me so long each time and it could be so quick.
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Shirley Rhodes commented
For more than 3 years I have paid for my Projects app, which is a lot of money. I EXPECT to be able to run this report showing account transactions with project code assignments. XERO please urgently sort this out and prioritise it. This is costing my business lots and I am getting angry about it.
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Shirley Rhodes commented
Can't believe this is still not available. I'm currently working on preparing everything for my year end accounts and me and my team are spending literally hours working on this because we can't select a field when the data is already there! This is essential for our work and we pay such a premium for the Projects app. XERO please sort ASAP
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kelly jenkins-hoare commented
This would be so much help! Has anyone found a way to view transactions not linked to a project?
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Anchel Ross commented
We need this in order to reconcile our projects.
We are a DMC and have to use these projects to create our sales and use the projects tax so see what is vatable and not vatable in line with the Tourism Vat act .
Please assist urgently, as this will make life so much better !!!
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James Beylotte commented
yes, and we need to be able to group by and filter by project.
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Monica Rossi commented
Agree. I'm surprised this isn't already included with such a versatile report.
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Bashir Aziz commented
this would be very beneficial. Especially, when reconciling project ledger to the GL