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  1. Profit & Loss report - Filter by project

    90 votes

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    23 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Tamara Little commented  · 

    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…

    Tamara Little supported this idea  ·