Reports on Xero Projects can now be customised and saved as Custom Reports. Well worth spending some time to test this out.
Leaine’s Tips:
- Try out in the Demo Company with the filter, column, and sorting options
- Set as a Custom Report for monthly review
- Use to get more information when results are outside the expected norms
- Look at the other Projects report options
- Consider having monthly (reversing) Work in Progress journals; especially ifregularly requesting deposits (utilising these reports for the data).
Watch- Leaine’s Demo
Learn more – Xero Central