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

    94 votes

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    41 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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    Rick Howard commented  · 

    I hope this isn't true. A detailed P&L is so basic. If Xero does not provide this type of report, then I made a big mistake in switching to them. Please say it isn't so!!! FYI: I have no association to the other person posting "Julie Howard". Just two users with a similar concern. .. And the other comment I am reading from Angela Ofner is disturbing too! No one from Xero responded on this post?

    Rick Howard supported this idea  ·