Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

  1. Reporting - Filter the Profit and Loss by Contact

    59 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

    submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  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
    Joanne Clayton shared this idea  · 

  2. Profit and Loss report - Detailed Profit and Loss to show all transactions

    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

    35 comments  ·  For small businesses » Accounting features  ·  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
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Joanne Clayton supported this idea  · 

  3. Profit & Loss report - Filter by project

    90 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

    23 comments  ·  For small businesses » Business features  ·  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
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Joanne Clayton supported this idea  ·