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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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
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Bob Breese commented
This functionality would make the Projects module so much more useful. Without it there is very little benefit for me.
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Sophie Steward commented
This is really important - we have just started using projects and I find it ludicrous that a general ledger report or a full nominal ledger report does not show that it has been allocated to a project. This makes month end tedious as I have to manually go through the entire nominal ledger and double check the costs have been allocated correctly. Makes the whole project accounting process far longer than it needs to be. Come on XERO sort this out!!!
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Cheng Vang commented
Ability to see all the necessary data linked to Xero transactions would be an integral part in efficiently supporting our clients.
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Dan Quigley commented
This would be a massive help to our workflow and solve problems many of our clients are experiencing in being able to audit what transactions have not been assigned to a project to be collected as a billable expense.
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Julie DeVincenzi commented
extremely important for checks and balances
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Dawn Hatch commented
This is a 100% must have.
In order for the module to be audited meaningfully, we must be able to see what items/expenses/transactions have NOT been attributed to a Project.
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Susanna Garcia commented
I can't believed this is not possible yet, we have been asking for it for years. It would make the Projects feature useful.
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Tammy Dalgliesh commented
Yes please Xero! This is super important and 110% necessary!