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  1. Reporting - Group project financial reports by transaction contact instead of main project contact

    1 vote

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    1 comment  ·  Projects & tracking  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for bringing this to the community. We understand the request to show the individual transaction contact on project financial report lines, rather than displaying the primary contact assigned to the project.

    This could make it easier to break down project costs by supplier or customer without having to open individual transactions.

    I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and let us know how you’d like the reports grouped.

    Paul Swinton shared this idea  · 
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    Paul Swinton commented  · 

    In project financial reports - all line entries are given with the main project contact, not the contact that the individual line is associated with.

    it would be far more useful to be able to break down income and expenses on a project grouped by the actual contact, not the project contact - which is the same for all lines in the report.

  2. Xero Projects - Custom report builder

    72 votes

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    submitted  ·  20 comments  ·  Projects & tracking » Projects  ·  Admin →
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    Paul Swinton supported this idea  ·