Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    74 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    35 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    Donna Lawrence supported this idea  · 
    An error occurred while saving the comment
    Donna Lawrence commented  · 

    If Quick books can supply this report I'm brain boggled as to why Xero can't. It would cut done the time to run this report for every single business that has a BAS to do just for starters. You should be able to run a profit & Loss then run all the transactions that make up this report without going to another window, selecting Account Transactions, then selecting the date period, then selecting all the accounts involved in the Profit & Loss just so you can check that all the items have been allocated correctly. When doing BAS's or end of year taxes this is an essential report to save time.