Reporting - Customer Profit & Loss and Budget Variance
Please provide a report by Customer for Profit and Loss and allow us to upload a budget for each customer so we can include the forecast in XERO. QBO has much better and flexible reporting than XERO. Please see attached QBO Report of P&L by Customer. Please mimic this report in XERO.
5
votes
Aparna Mehta
shared this idea
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Carl Brenton commented
Hello, yes we use this feature in QBO and had expected it to be available in XERO.
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kirsten Reid commented
Users: Please also vote for this Idea to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget