Settings and activity
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59 votes
Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.
There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.
Alternatively, some people in the discussion have also kindly shared their method which may help others.
Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.
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john boulton
supported this idea
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I can't believe that you can't complete a profit and loss by client report with this software. I am allocating every transaction to a specific client, therefore, you should be able to produce a basic report showing what materials the client has be assigned to against what payments they have made showing a simple calculation on how much profit or loss each project has lost. What are you supposed to do enter the information once into Xero and then again in to an excel spreadsheet to get this information, very long winded !