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 !
john boulton
supported this idea
·
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 !