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  1. group account transactions by month

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    1 comment  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Kate, not sure I understand your ask here - is this within the Profit & Loss report, or is there another report you're running that you want to link back to the Profit & Loss report that is currently grouped on a weekly basis? 

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    Chad Cole commented  · 

    Hi Kate,

    Currently the "Grouping/Summarising" area has a date area which will group by exact date. However, a more relevant grouping method would be by Month, in which you can then quickly analyse the Running balance for the relevant month/s being analysed.

    Chad Cole supported this idea  ·