Settings and activity

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1. Profit & Loss report - Filter by project

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   14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback, Karen. 🙏

   
   

   So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss. 

   
   

   History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂

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   Coco Cheung commented  ·  19 October, 2023  ·  Edit…  ·  delete…

   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.

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   Coco Cheung supported this idea  ·  19 October, 2023