P&L Report by Tracking Categories by Month
Currently, the monthly P&L report does not support the inclusion of tracking categories for month-by-month comparison. It only allows viewing by a single month or a single period, which limits its usefulness for comprehensive analysis.
A P&L Report with Tracking Categories by Month is essential for our analysis and reporting purposes. Without this functionality, the report does not meet our operational and reporting needs effectively.
Cyrus Yong
shared this idea
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
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Rebecca Lodge
commented
Hi Xero,
Tracking is really limited given it can't be used for month by month P&L and budgeting reporting. We are having to figure out manual work arounds for our client.
Your consideration on this matter would be greatly appreciated. -
Simon MacGregor
commented
The above is essential in our business as well and we currently use workrounds and manual solutions to track it.
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Jaimee Aguilar
commented
Hi Support,
This feature is essential for our client, particularly in relation to Profit & Loss reporting and budgeting.
We hope this can be considered for inclusion in your future roadmap.
Warm regards,
Jaimee