Line Item P/L Report

reporting

#1

Hi,

I’m trying to create a report which will give me line item detail from specific P/L codes (Revenue and Cost of Sales) in the systems base currency (we use Xero). Specifically want it to bring in the description field from Invoices and Journals (preferably in one column), base currency, Tracking Category 1, Tracking Category 2.

Can you please provide guidance?

Thanks

Sunny


#2

Hi Sunny

From the description it looks like you need the account transactions report which unfortunately is not yet available through the api hence not available in DataDear. An alternative would be to split by account and tracking category totals. There is a good starting point with the P&L with slicers in the Templates Library. This solution however will not give detail at Invoice description line level.