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I currently create a P&L in Excel to be able to track my project expenses. I thought the Projects functionality would provide this but I feel like I need to do a lot of extra work to get the information I need. I am now looking to set up tracking so I can at least run a P&L by project, but unfortunately Xero doesn’t have a filter in the “Find & Recode” function to search by project so it’s going to take some work to fix…

Feeling very disheartened as this is the whole reason I started using the projects function on Xero. I have just done a huge amount of data entry and now have found out that this isn't a feature! I can't honestly believe it, sure that is the main purpose of this feature...

Hi For profit loss can choose date range for our school pta we have chart accounts set up for quiz sale quiz expenses e.g could you have setting can select those to find out profit of event

Please allow the ability to add individual project P&L information to the web and mobile dashboard.

We have project managers who look after specific projects that need to be tracked monthly/quarterly. The ability to save specific project information onto the dashboard would allow PM's to view this information at a quick glance

I'm not talking about adding a favourite P&L report which has to be accessed via the drop down menu, I'm talking about being able to view multiple projects on the dashboard. I think expanding into project management would be helpful (without having the Projects tab)

Please allow the ability to add individual project P&L information to the web dashboard and mobile dashboard. We have project managers who look after specific projects that need to be tracked monthly/quarterly. The ability to save specific project information onto the dashboard would allow PM's to view this information at a quick glance

The ability to run a P&L report per project. So you can see the transactions summarised by account code and monthly. We would like a monthly p&l per project. Or open the API for the transactional project data, so that we can run this report via third parties such as G-Accon.

Update project reports to pull transactions based on transaction date rather than the date a transaction is assigned. It would incredibly helpful to pull a project report that ties to your profit and loss.

Running a profit and loss by project is absolutely vital to us, we need to see the spend and the detail of what it's spent on. Without this the whole project module is limited to the point of not really useful. Please add this to reports as soon as possible as it makes a massive difference to your product.

Hi Milda

The option you describe is for tracking categories renamed as Projects. Xero Projects isn't integrated into the P&L.

Please try this: Accounting - Reports - Financial Statements
By the line Profit & Loss there should be 3 dots, click on them and there should be an option 'compare projects' or similar, click a star on that option.
The report should now appear in the drop down menu of Accounting section along with your standard P&L report.

The above is essential for a company seeking to track specific projects, brands, or channels. It allows for easy extration of data without the need for manual input into another platform. Simultaneously, all such data can be integrated into the company's Proft and Loss (PnL) and Balance Sheet (BS) as a comprehensive overview.

To be able to run a P&L by Project is vital for our business. Today, my boss needed to see a report that showed him total expenses by category for one specific project. I had to print a Project Financials report (which is essentially just a list of transactions), highlight expenses for the different expense categories, and manually add them up in order to get a total for Fuel, Meals, Materials, Supplies...., etc, for my boss. This was on a big project that spans 2 years, so you can imagine how long that took me! As we grow, we may have to find another project management system that will allow us to get reports by project. Thank you!

Very critical for us as well. We don't really need the full on project management software, we just need to be able to filter the P&L by project and that would give me everything we need for now. I cant imagine that being that big of a challenge inside of a database like this.

SUPER SUPER IMPORTANT FOR OUR ORGANIZATION. CAN'T WAIT MUCH LONGER. OTHER PRODUCTS ARE GRABBING OUR ATTENTION

This is a very critical item for us. I was using tracking categories to see profit and loss on jobs - but the feature isn't really supported for using as a "project" and you run out (reporting also does not have capacity to report on large amount of jobs over the year etc. So they suggested Projects. Bought paid for and now implemented, and can't get reports needed!!! The project reports only list "item description" so you can't even see what vendors or specific invoices or GL item is involved with the project. Very disappointing. If you are going to have a project feature it should have these capabilities or its pretty useless to be honest.

Yes, that would be how we run the report, thank you! How can I free up some categories please? I have archived them in the tracking category area and we have less than 200 active projects.

Hi Victoria, the filter available in the P&L is for Tracking Categories and not Projects. You are possibly using Tracking Categories for your projects and you may have ran out of Tracking Categories available for reporting. Xero has a maximum number of 200 in Tracking Categories and although Xero allows you to create more, it won’t report on them.

Hi, we have been able to run a P&L for a project, using the filter to choose the project. This had been available for us for over three years but this past month the income is not pulling all invoices for a handful of projects.
How far up the 'Critical' list is this please?
We are a registered Charity and are required to report to our funders and require this report to do so. Therefore, this report is critical to our business.