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  1. Profit & Loss report - Filter by project

    90 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    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.

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    Coco Cheung commented  · 

    The above is essential for a company seeking to track specific projects, brands, or channels. It allows for easy extration of data without the need for manual input into another platform. Simultaneously, all such data can be integrated into the company's Proft and Loss (PnL) and Balance Sheet (BS) as a comprehensive overview.

    Coco Cheung supported this idea  ·