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

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    35 comments  ·  For small businesses » Accounting features  ·  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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    Gina Woodman commented  · 

    Definite a must have, seems like a no-brainer! I did get a work-around from Xero - run the Account Transactions report and filter by (select) Account, and export to Excel to sort if necessary. If you play around with it, it definitely works and is sooo much faster and easier than exporting each line item into Excel, which is how I've been doing it!

    Gina Woodman supported this idea  ·