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Projects - Display potential project margin and variance

To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.

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Ian Reedy shared this idea  ·   ·  Report…  ·  Admin →
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  • Ian Reedy commented  ·   ·  Report

    tihs item is listed as completed, and closed for comment. A shame as it is partially completed only. Project Reports | Option to custom reports
    Please give us the option to also edit and custom project reports, I need to add fields, run reports by date and add calculation fields. Currently we have to export available reports and edit in excel, it would be great to do it in Xero.

    Either I have missed something or you still cannot add calculated fields? happy to by advised and corrected.