Enter your idea

​I​ have a suggest​ion to enhance​ the P&L reporting functionality that I believe could significantly improve our efficiency and data accuracy.

Currently, when we generate P&L reports, we manually export and cross-reference P&L items with project allocations. This is a time-co​nsuming workaround, particularly since project allocation data is already available in sales invoices and bills. This manual process is also necessary for our month-end close to reconcile values and projects.

I've also observed a related issue: discrepancies in foreign currency transactions, where there are sometimes differences in GBP figures between the P&L and project files.

I propose adding an option to our P&L reporting to include "Project" directly in the column header. This would allow us to view, line by line, which items are allocated to each project, streamlining our process and enhancing data accuracy.