Profit & Loss report - Show columns for all tracking options (incl. ones with nil balances)
For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
Currently have to adjust the report to remove the relevant columns which is time & $.
The old version did this automatically!
Thanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.
As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.
To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.
Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.
That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable the ability to ‘Include accounts with Zero balance or activity’ when run - This includes the Trial Balance report, Balance Sheet, Profit & Loss (Income Statement), Statement of Cash Flows - Direct Method, Cash Summary, Movements in Equity, Blank report, and Report templates.
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Richard Womersley
commented
Please Xero have the option to show Nil balances, especially on custom reports. Its a nightmare not being able to have a standard format to export into google sheets
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Eve Radford
commented
Yes!
Also see https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46845046-profit-loss-report-compare-tracking-categories
to be able to include ALL categories that do have balances. -
Cathie Jaggers
commented
We rely on this report monthly to track GP by client. I still search Reports and use Profit and Loss old Version. I hope the old version is not deleted until new reporting has been updated