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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
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Tiffany MacKinnon
supported this idea
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632 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment Tiffany MacKinnon
commented
To have Invoice headers, bolded, would be perfect.
Tiffany MacKinnon
supported this idea
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This is a very critical item for us. I was using tracking categories to see profit and loss on jobs - but the feature isn't really supported for using as a "project" and you run out (reporting also does not have capacity to report on large amount of jobs over the year etc. So they suggested Projects. Bought paid for and now implemented, and can't get reports needed!!! The project reports only list "item description" so you can't even see what vendors or specific invoices or GL item is involved with the project. Very disappointing. If you are going to have a project feature it should have these capabilities or its pretty useless to be honest.