Settings and activity

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1. Profit & Loss report - Filter by project

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   18 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your feedback, Karen. 🙏

   
   

   So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss. 

   
   

   History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂

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   Tamara Little commented  ·  05 March, 2025  ·  Edit…  ·  delete…

   I currently create a P&L in Excel to be able to track my project expenses. I thought the Projects functionality would provide this but I feel like I need to do a lot of extra work to get the information I need. I am now looking to set up tracking so I can at least run a P&L by project, but unfortunately Xero doesn’t have a filter in the “Find & Recode” function to search by project so it’s going to take some work to fix…

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   Tamara Little supported this idea  ·  05 March, 2025