Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Project report - Include account name and account code

    75 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    34 comments  ·  Projects & tracking » Projects  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.

    This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.

    We will let you know if there are any changes planned for this report, here.

    An error occurred while saving the comment
    Chris Lang commented  · 

    Hi, I've raised this before but it seems like such an easy fix I wonder if there is any possibility of it being actioned.

    The latest Project Financials report is great and I use it often but I constantly need to export the report and reorder the spend lines in order to give our departments the info they need.

    Can the Project Financials report please be ordered by operating expense?

    We categorise the transaction against an account when it comes in so it should surely be fairly easy for that report to include this info no?

    Any help or advice you can offer on this would be hugely appreciated and would save me an enormous amount of time.

    Best
    Chris Lang

    Chris Lang supported this idea  ·