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  1. Profit and Loss report - Detailed Profit and Loss to show all transactions

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    35 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Ann Aspengren commented  · 

    This is an extremely important feature when handling the bookkeeping for other firms. It is the most efficient way to review whether transactions are in the correct accounts and are being coded consistently. Many of my clients like to see this report EVERY month, so they stay 'in touch' with the financial transactions in the business. Xero's suggestion to just run a report of all transactions is not even close to the same thing. We really need to see the detail of the transactions set up in the SAME format as the Profit and Loss and Balance Sheet. You have an opportunity at the moment to take away a chunk of market share from QuickBooks Online. Clients and bookkeepers alike are frustrated with the changes made. But Xero needs better reports, and a true reconciliation option before that will happen. Don't miss this opportunity!!

    Ann Aspengren supported this idea  ·