Settings and activity
3 results found
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86 votes
HI team, we appreciate the feedback you’ve shared on project reporting and understand how including account names and codes could help with visibility and reconciliation of project expenses and incomes.
This isn’t something we have roadmapped atm, but our product team appreciate the pain points shared and this may be something we dive into deeper in the long term.
We will let you know if there are any changes planned for this report, here.
Tabby Johnson
supported this idea
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An error occurred while saving the comment -
92 votes
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.
An error occurred while saving the comment Tabby Johnson
commented
We have client requests asking to be able to sort the P&L by project. This is crucial for analysis of the business and outside reporting.
Tabby Johnson
supported this idea
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28 votes
Hi team, returning to this idea here we do appreciate the interest in improvements and how we could make the process of reconciling transfers simpler when there are additional details or actions needed.
Being open we're unlikely to deliver all the points raised in this idea at once and it's best for our product teams to understand the interest in each separately.
We do have existing ideas that relate to most of these elements and I've linked to below, and I will edit the title of the idea here to reflec the ability to attach a file when reconciling a Transfer. Please do add your vote to each that matters to you and we'll be sure to share if there is any pogress for that idea respectively. Thanks
- Cash Coding - Add a bulk transfer option (splitting a transfer to mulitple accounts)
- Account Transactions - Edit transaction dates without remove…
An error occurred while saving the comment Tabby Johnson
commented
This is essential for non-profit accounting
Tabby Johnson
supported this idea
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Not only can projects not be tagged to journal entries, projectIDs are not columns in the account transactions page. It seems the Xero would know how important it is to filter transactions by projectIDs. This also seems to be the only work around to figure out cash profit, as Xero does not have the capabilities to show projects on cash basis. The best solution would have the projectID as a column in account transactions, then we could export this on a cash or accrual basis and use outside tools to analyze the data.