[foundation-board] Next board meeting, Tuesday 8th March 1830 (GMT)

[Rufus Pollock]

On 8 March 2011 09:53, Becky Hogge <becky.hogge at gmail.com> wrote:
> On 7 March 2011 21:34, Rufus Pollock <rufus.pollock at okfn.org> wrote:
>>
>> Hmmm, It seems Xero discards urls or something similar. I've now
>> created a 'permalink' that should definitely persist:
>>
>> <https://go.xero.com/Reports/report2.aspx?reportId=62563845-77d2-4e4f-9eb5-137b7d0993e2>

You cannot do that from that page but from the normal 'Profit and
Loss' page you get when you visit reports -> Profit and Loss (the
permalinked report loses this functionality).

Rufus

> Thanks for this - the page has some really useful functionality, like
> clicking through the YTD figures to see all the individual invoices /
> payments that contribute to the final figure. Great stuff.
>
> Clicking through the various cost bases (Consultancy general, event
> sponsorship etc) it also looks like there's some budget functionality
> that we could be taking advantage of, which is great news.
>
> But can you give me a tip of how to break figures down by projects?
> It's not obvious to me from the page...
>
> Thanks
>
> Becky
>
>
>
>>
>> That said the link straight through to P&L from main Xero dashboard is
>> better as it gives the option to break down by projects which is quite
>> useful (no way to get this in an exported report I believe).
>>
>> Happy to produce a PDF still if people want but I personally think
>> looking in xero is much better as you can click through on items to
>> look at underlying transactions, add notes etc etc.
>>
>> Rufus
>>
>



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