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  1. Project report - Include account name and account code

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    34 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.

    This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.

    We will let you know if there are any changes planned for this report, here.

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    Tania Kriticos commented  · 

    I would like Project Reports to be able to categorise transactions by the Chart of Accounts Code would be immensely useful. That way, for each project, you can track the main categories of expenditure - e.g., travel, wages, etc.. For projects where money is allocated by category (such as travel, salary, equipment), you can then see if you are over/under budget. At the moment, the only way of extracting this information is to use the tracking option, and to have tracking categories that match your Projects.

    Tania Kriticos supported this idea  ·