Enter your idea

I think this is essential.

Report on nominal accounts by project:

When using Profit and Loss or Account Transaction reports, you cannot add a project column for analysis.
When using Project financials, you cannot analyse by the nominal account.
Therefore you cannot currently analyse a nominal by project.

The new project search in the bill area of Xero is functional, however inadequate in terms of efficiently identifying transactions which are not allocated to a project from a ledger perspective, especially if your business is not 100% project driven.

This whole problem can be solved with the simple addition of a column available for selection in the transaction report to list the project field

This simple feature could be added to the transaction reporting feature relatively quickly and simply.

James Beylotte I totally agree with your suggestion of adding a column in the transaction report. As a systems accountant, given modern databases, this feature should be a relatively quick update. I'd be happy to test it for Xero

Hi Caroline. I spend a couple of days a month checking that projects codes have been assigned to Sales and Purchase invoices. If I had them two days back I could take on another client!! Also it has to be checked because if a purchase invoice hasn't been assigned then there is no guarantee that the cost would have been billed and is losing the business revenue! Let's keep our fingers crossed this is a feature that can be added then there maybe more uptake of the projects module (everyone is a winner!!). Let's keep our fingers crossed.

This would be a great feature and would save alot of time when reveiwing transactions to ensure all have been added to a project

When will be able to view project allocation in transaction reporting? (Account Transactions report, Receivable invoice detail, Payable invoice detail, etc etc). This is an extremely important analytical element for any company managing projects, and is a basic function on Sage / Quickbooks etc. Instead of spending time changing the layouts of reports, when can we see Xero evolve to include better functionality?

This would be so helpful

Completely agree - this would make projects useful

Nominal ledger report showing which project each line has been allocated to. I would like to be able to confirm all cost of sales have actually been allocated to a project.

Include "Project Name" in the available selection of columns for the Account Transaction Report. I use this monthly to make sure transactions associated with projects are associated with the proper account code for reporting sales tax.