Settings and activity
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56 votes
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Daniyal Khan
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16 votes
Daniyal Khan
supported this idea
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104 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
Daniyal Khan
supported this idea
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111 votes
Daniyal Khan
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Daniyal Khan
commented
We need to have it in pdf form so that it can act as a credit note.
This is frustrating that Xero is still not resolving this issue, this concern was raised in 2024 and still we are waiting for Xero to fix it.