Settings and activity
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69 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
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Vickie Nee
supported this idea
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7 votes
An error occurred while saving the comment Vickie Nee
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It would be very helpful if Xero added a reference field to input a project number/name in expenses with Xero Expenses. It would allow me to reconcile project details to the Account Transactions, since Account Transactions cannot be filtered by project name/number. Currently, I sort Account Transactions by Reference, and can then reconcile to Project Details, but Xero Expenses transactions don't include a field for entering a reference number/name, so I have to manually add them in each time. Thanks!
To be able to run a P&L by Project is vital for our business. Today, my boss needed to see a report that showed him total expenses by category for one specific project. I had to print a Project Financials report (which is essentially just a list of transactions), highlight expenses for the different expense categories, and manually add them up in order to get a total for Fuel, Meals, Materials, Supplies...., etc, for my boss. This was on a big project that spans 2 years, so you can imagine how long that took me! As we grow, we may have to find another project management system that will allow us to get reports by project. Thank you!