P&L Widget on homepage should have an option to show P&L by month
Xero should have an option for showing a monthly P&L view of the past 6 or more months (up to the whole business year), as a widget on the dashboard. Displayed in the same style as the 'cash in and out' widget. I've asked support about how to set this up and I'm told it is not offered.
Monthly P&L is such a basic and necessary requirement for me as a business owner, and it gives me a quick and reassuring view of the company's finances whenever I sign in. Not having this is frustrating as it's such a simple thing to display, and I'm no longer able to get that quick view without a lot of faff (now that I've switched to Xero)
Xero already has all the data, your UX team just need to amend how it can be displayed. Having a 'year to date' view of P&L is far too blunt a tool to be useful.
Please fix this.
Chris Bates
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂