Settings and activity
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74 votes
Hi everyone, thanks for sharing how a detailed Profit and Loss report could support your workflow.
Atm, the Account Transactions report can be run grouped and filtered by Account, which could then be exported to Excel for further sorting and analysis. While we appreciate it takes a few steps, it can give you the transaction-level detail you’re after.
Alternatively, clicking on any figure in the Profit and Loss report will take you directly to the corresponding Account Transactions report, showing the individual transactions that make up that total.
Our product team has moved this idea to Not in pipeline, meaning it isn't on the foreseeable roadmap. However, the idea will remain open for votes so we can continue to monitor community interest as we plan for the future.
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Kenyon Del Valle
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37 votes
An error occurred while saving the comment Kenyon Del Valle
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Being able to put a "draft" watermark across pages of the financial statements would be a great feature!
I second Alana's comment below.Kenyon Del Valle
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8 votesKenyon Del Valle
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Kenyon Del Valle
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3 votesKenyon Del Valle
supported this idea
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I used to provide a client with an annual P&L Detail spreadsheet each year and have just realized that since we moved them to Xero this report doesn't seem to be available, closest I see is Account Transactions reports that don't total up the Sales/COGS/Net Income balances. I would love having a P&L Detail report as it is very helpful!