Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every cost is assigned to one
Carla Lee
shared this idea
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Geneveive Job
commented
Project Details report - Add expenditure Type to information
1. Can we have the option to include the account name for the expenditure type. ie I want to see total spend on materials or contractors etc.
2. when selecting report parameters for columns, can we have the option for all, like the project status option -
Akram Raouf
commented
Hi, this is strongly important for me. This would simplify so much of the work. Please add this.
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Luke Angus
commented
Critical for me, please add
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Bob Breese
commented
I'm also in the construction industry, and agree with Carla's comments.
I'm surprised the Projects module does not have this functionality. It seems pretty obvious for it to be included, and I was surprised to find that breaking down Projects by Account is not possible.